BANK OF MONTREAL /CAN/ - FIRST TR EXCHANGE TRADED FD ownership

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
BANK OF MONTREAL /CAN/ ownership history of FIRST TR EXCHANGE TRADED FD
ValueSharesWeighting
Q3 2023$200,555
+8049.3%
3,611
+6980.4%
0.00%
Q4 2022$2,461
-99.1%
51
-99.1%
0.00%
Q4 2020$288,000
+305.6%
5,452
+186.2%
0.00%
Q2 2020$71,000
-33.0%
1,905
-18.2%
0.00%
Q4 2019$106,000
+341.7%
2,329
+232.7%
0.00%
Q2 2016$24,000
-51.0%
700
-50.0%
0.00%
Q1 2016$49,000
+2.1%
1,4000.0%0.00%
Q4 2015$48,000
-61.9%
1,400
-59.5%
0.00%
Q2 2015$126,000
+35.5%
3,453
+38.3%
0.00%
Q1 2015$93,000
+16.2%
2,497
+11.1%
0.00%
Q4 2014$80,0002,2470.00%
Other shareholders
FIRST TR EXCHANGE TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
O'Dell Group, LLC 319,284$16,286,6774.96%
Paragon Private Wealth Management, LLC 59,454$3,032,7492.50%
NewSquare Capital LLC 350,978$17,903,3881.89%
Virtue Capital Management, LLC 180,319$9,975,2471.70%
COTTONWOOD CAPITAL ADVISORS, LLC 26,234$1,338,1991.25%
Nilsine Partners, LLC 144,696$7,380,9431.12%
MinichMacGregor Wealth Management, LLC 65,798$3,356,3561.11%
TriaGen Wealth Management LLC 38,887$1,983,6261.01%
Schrum Private Wealth Management LLC 14,505$739,9120.84%
FIRST TRUST ADVISORS LP 13,461,383$686,665,1460.81%
View complete list of FIRST TR EXCHANGE TRADED FD shareholders