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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $457,000 | -12.3% | 8,393 | 0.0% | 0.02% | -10.5% |
Q4 2021 | $521,000 | -38.1% | 8,393 | -41.1% | 0.02% | -40.6% |
Q3 2021 | $842,000 | -47.1% | 14,241 | -45.7% | 0.03% | -45.8% |
Q2 2021 | $1,593,000 | +4.3% | 26,229 | 0.0% | 0.06% | -1.7% |
Q1 2021 | $1,527,000 | +261.8% | 26,229 | +164.7% | 0.06% | +200.0% |
Q3 2020 | $422,000 | – | 9,910 | – | 0.02% | – |
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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% |