FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 171 filers reported holding FIRST TR EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $885 | -11.4% | 17,358 | -4.0% | 0.12% | -6.2% |
| Q2 2023 | $999 | +13.3% | 18,087 | +6.4% | 0.13% | +7.5% |
| Q1 2023 | $882 | -99.9% | 16,993 | -8.5% | 0.12% | -13.0% |
| Q4 2021 | $1,152,000 | +9.6% | 18,563 | +4.4% | 0.14% | -8.6% |
| Q3 2021 | $1,051,000 | -0.7% | 17,783 | +2.1% | 0.15% | -3.8% |
| Q2 2021 | $1,058,000 | +40.9% | 17,419 | +34.9% | 0.16% | +16.3% |
| Q1 2021 | $751,000 | +27.1% | 12,912 | +11.2% | 0.14% | +3.8% |
| Q4 2020 | $591,000 | +28.5% | 11,615 | +7.3% | 0.13% | -12.2% |
| Q3 2020 | $460,000 | +28.5% | 10,822 | +12.8% | 0.15% | +8.8% |
| Q2 2020 | $358,000 | +17.4% | 9,591 | +42.5% | 0.14% | +9.7% |
| Q4 2019 | $305,000 | – | 6,730 | – | 0.12% | – |
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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% |