FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 138 filers reported holding FIRST TR EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,032,749 | -5.2% | 59,454 | +2.6% | 2.50% | -1.6% |
| Q2 2023 | $3,199,475 | +5.5% | 57,951 | -0.8% | 2.54% | -0.5% |
| Q1 2023 | $3,033,906 | +1350.6% | 58,423 | +1245.5% | 2.56% | +1254.0% |
| Q4 2022 | $209,154 | +2.0% | 4,342 | 0.0% | 0.19% | -5.0% |
| Q3 2022 | $205,000 | -6.8% | 4,342 | 0.0% | 0.20% | -7.4% |
| Q1 2022 | $220,000 | -88.8% | 4,342 | -86.2% | 0.22% | -87.6% |
| Q4 2021 | $1,958,000 | – | 31,556 | – | 1.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 319,284 | $16,286,677 | 4.96% |
| Paragon Private Wealth Management, LLC | 59,454 | $3,032,749 | 2.50% |
| NewSquare Capital LLC | 350,978 | $17,903,388 | 1.89% |
| Virtue Capital Management, LLC | 180,319 | $9,975,247 | 1.70% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 26,234 | $1,338,199 | 1.25% |
| Nilsine Partners, LLC | 144,696 | $7,380,943 | 1.12% |
| MinichMacGregor Wealth Management, LLC | 65,798 | $3,356,356 | 1.11% |
| TriaGen Wealth Management LLC | 38,887 | $1,983,626 | 1.01% |
| Schrum Private Wealth Management LLC | 14,505 | $739,912 | 0.84% |
| FIRST TRUST ADVISORS LP | 13,461,383 | $686,665,146 | 0.81% |