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 | $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 | 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% |