FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 389 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,566,780 | -3.5% | 127,344 | -3.5% | 0.00% | 0.0% |
| Q2 2023 | $7,842,892 | +197553.5% | 132,013 | +98.0% | 0.00% | +100.0% |
| Q1 2023 | $3,968 | -15.4% | 66,681 | -15.5% | 0.00% | -33.3% |
| Q4 2022 | $4,690 | -98.2% | 78,896 | +1718.7% | 0.00% | – |
| Q2 2022 | $258,000 | -64.4% | 4,338 | -64.1% | 0.00% | -100.0% |
| Q1 2021 | $724,000 | +42.0% | 12,072 | +42.1% | 0.00% | 0.0% |
| Q3 2020 | $510,000 | -80.0% | 8,498 | -80.0% | 0.00% | -66.7% |
| Q2 2020 | $2,550,000 | -66.2% | 42,500 | -66.1% | 0.00% | -66.7% |
| Q4 2019 | $7,543,000 | +140.0% | 125,526 | +139.8% | 0.01% | +80.0% |
| Q3 2019 | $3,143,000 | +262.9% | 52,338 | +263.0% | 0.01% | +400.0% |
| Q2 2019 | $866,000 | -63.8% | 14,418 | -63.8% | 0.00% | -75.0% |
| Q1 2019 | $2,391,000 | +59.6% | 39,870 | +59.3% | 0.00% | +100.0% |
| Q4 2018 | $1,498,000 | +247.6% | 25,021 | +248.3% | 0.00% | +100.0% |
| Q3 2018 | $431,000 | -27.8% | 7,184 | -27.8% | 0.00% | 0.0% |
| Q2 2018 | $597,000 | +184.3% | 9,955 | +184.4% | 0.00% | – |
| Q3 2017 | $210,000 | -5.0% | 3,500 | -4.9% | 0.00% | – |
| Q2 2017 | $221,000 | – | 3,682 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 556,147 | $33,046,236 | 27.05% |
| TUCKER ASSET MANAGEMENT LLC | 1,367,486 | $81,256,000 | 21.70% |
| FSC Wealth Advisors, LLC | 321,150 | $19,082,763 | 19.78% |
| Harvest Investment Services, LLC | 319,238 | $18,969,122 | 12.21% |
| SHELTON WEALTH MANAGEMENT, LLC | 233,193 | $13,856,341 | 11.08% |
| MANCHESTER FINANCIAL INC | 567,071 | $33,695,378 | 9.90% |
| RiverTree Advisors, LLC | 223,758 | $13,295,700 | 9.89% |
| Simplicity Wealth,LLC | 276,173 | $16,410,205 | 9.60% |
| 1776 Wealth LLC | 299,528 | $17,797,954 | 9.41% |
| Mainsail Financial Group, LLC | 166,776 | $9,912,987 | 8.99% |