WELCH & FORBES LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 145 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$3,396,330
-14.0%
57,158
-14.0%
0.06%
-9.7%
Q2 2023$3,947,973
+24.2%
66,453
+24.4%
0.06%
+14.8%
Q1 2023$3,178,963
+5.2%
53,419
+5.0%
0.05%0.0%
Q4 2022$3,022,646
-60.8%
50,852
-60.9%
0.05%
-64.2%
Q3 2022$7,716,000
+4.2%
130,072
+4.3%
0.15%
+11.9%
Q2 2022$7,402,000
-9.2%
124,661
-8.9%
0.14%
+5.5%
Q1 2022$8,150,000
-0.8%
136,895
-0.3%
0.13%
+4.1%
Q4 2021$8,212,000
+24.4%
137,336
+24.7%
0.12%
+11.8%
Q3 2021$6,601,000
+11.0%
110,121
+10.9%
0.11%
+8.9%
Q2 2021$5,949,000
+5.5%
99,254
+5.5%
0.10%
-2.9%
Q1 2021$5,639,000
-1.8%
94,042
-1.7%
0.10%
-7.1%
Q4 2020$5,745,000
+40.9%
95,688
+40.9%
0.11%
+27.3%
Q3 2020$4,076,000
-2.2%
67,907
-2.2%
0.09%
-10.2%
Q2 2020$4,167,000
-4.3%
69,467
-5.8%
0.10%
-19.7%
Q1 2020$4,354,000
-2.9%
73,757
-1.2%
0.12%
+22.0%
Q4 2019$4,486,000
+102.7%
74,671
+102.6%
0.10%
+88.7%
Q3 2019$2,213,000
+65.8%
36,858
+65.7%
0.05%
+65.6%
Q2 2019$1,335,000
+81.9%
22,244
+81.7%
0.03%
+77.8%
Q1 2019$734,000
+26.6%
12,242
+26.2%
0.02%
+12.5%
Q4 2018$580,000
+15.3%
9,701
+15.7%
0.02%
+33.3%
Q3 2018$503,000
+60.7%
8,381
+60.7%
0.01%
+50.0%
Q2 2018$313,0005,2150.01%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q2 2018
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 556,147$33,046,23627.05%
TUCKER ASSET MANAGEMENT LLC 1,367,486$81,256,00021.70%
FSC Wealth Advisors, LLC 321,150$19,082,76319.78%
Harvest Investment Services, LLC 319,238$18,969,12212.21%
SHELTON WEALTH MANAGEMENT, LLC 233,193$13,856,34111.08%
MANCHESTER FINANCIAL INC 567,071$33,695,3789.90%
RiverTree Advisors, LLC 223,758$13,295,7009.89%
Simplicity Wealth,LLC 276,173$16,410,2059.60%
1776 Wealth LLC 299,528$17,797,9549.41%
Mainsail Financial Group, LLC 166,776$9,912,9878.99%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders