Schrum Private Wealth Management LLC - FIRST TR EXCHANGE TRADED FD ownership

FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 107 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Schrum Private Wealth Management LLC ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$739,912
-7.6%
14,5050.0%0.84%
-2.5%
Q2 2023$800,830
+6.3%
14,5050.0%0.87%
-0.5%
Q1 2023$753,245
+7.8%
14,5050.0%0.87%
+5.1%
Q4 2022$698,699
+5.7%
14,505
-5.6%
0.83%
-0.7%
Q3 2022$661,000
-3.8%
15,3590.0%0.83%
+7.5%
Q2 2022$687,000
-14.7%
15,3590.0%0.78%
-4.0%
Q1 2022$805,000
-15.4%
15,359
+0.0%
0.81%
-6.8%
Q4 2021$952,00015,3580.87%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2022
NameSharesValueWeighting ↓
O'Dell Group, LLC 177,968$7,573,0003.67%
Financial Enhancement Group LLC 326,576$13,896,0003.22%
NewSquare Capital LLC 461,485$19,636,0003.15%
Fulcrum Equity Management 143,123$6,090,0002.82%
Transamerica Financial Advisors, Inc. 2,079$89,0001.62%
MinichMacGregor Wealth Management, LLC 76,381$3,250,0001.53%
Gateway Advisory, LLC 144,776$6,160,0001.45%
Secure Asset Management, LLC 49,001$2,085,0001.43%
NAVELLIER & ASSOCIATES INC 137,831$5,865,0001.28%
FIRST TRUST ADVISORS LP 10,577,849$450,087,0000.72%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders