FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 136 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,780 | -26.2% | 7,014 | -20.2% | 0.02% | -25.0% |
| Q2 2023 | $485,015 | +167.2% | 8,785 | +151.3% | 0.02% | +140.0% |
| Q1 2023 | $181,539 | -26.8% | 3,496 | -32.1% | 0.01% | -33.3% |
| Q4 2022 | $248,106 | -45.4% | 5,151 | -49.3% | 0.02% | -51.6% |
| Q3 2022 | $454,000 | 0.0% | 10,153 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $454,000 | -67.8% | 10,153 | -55.3% | 0.03% | -63.1% |
| Q4 2021 | $1,410,000 | +1.1% | 22,721 | -3.6% | 0.08% | +86.7% |
| Q3 2021 | $1,394,000 | -4.4% | 23,577 | -1.8% | 0.04% | -2.2% |
| Q2 2021 | $1,458,000 | +460.8% | 24,018 | +437.6% | 0.05% | +411.1% |
| Q1 2021 | $260,000 | – | 4,468 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 177,968 | $7,573,000 | 3.67% |
| Financial Enhancement Group LLC | 326,576 | $13,896,000 | 3.22% |
| NewSquare Capital LLC | 461,485 | $19,636,000 | 3.15% |
| Fulcrum Equity Management | 143,123 | $6,090,000 | 2.82% |
| Transamerica Financial Advisors, Inc. | 2,079 | $89,000 | 1.62% |
| MinichMacGregor Wealth Management, LLC | 76,381 | $3,250,000 | 1.53% |
| Gateway Advisory, LLC | 144,776 | $6,160,000 | 1.45% |
| Secure Asset Management, LLC | 49,001 | $2,085,000 | 1.43% |
| NAVELLIER & ASSOCIATES INC | 137,831 | $5,865,000 | 1.28% |
| FIRST TRUST ADVISORS LP | 10,577,849 | $450,087,000 | 0.72% |