ProVise Management Group, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 258 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$432,281
-11.3%
7,275
-11.3%
0.04%
-9.1%
Q2 2023$487,103
-15.8%
8,199
-15.6%
0.04%
-20.0%
Q1 2023$578,199
+3.5%
9,716
+3.4%
0.06%
-3.5%
Q4 2022$558,498
-6.6%
9,396
-6.8%
0.06%
-14.9%
Q3 2022$598,000
-7.7%
10,080
-7.6%
0.07%
-2.9%
Q2 2022$648,000
-2.0%
10,908
-1.7%
0.07%
+11.3%
Q1 2022$661,000
-29.8%
11,097
-29.5%
0.06%
-27.1%
Q4 2021$942,000
-1.1%
15,749
-0.8%
0.08%
-9.6%
Q3 2021$952,000
+5.9%
15,881
+5.9%
0.09%
+2.2%
Q2 2021$899,000
-16.2%
14,998
-16.2%
0.09%
-20.7%
Q1 2021$1,073,000
+15.1%
17,897
+15.2%
0.12%
+7.4%
Q4 2020$932,000
+58.5%
15,529
+58.3%
0.11%
+8.0%
Q4 2016$588,000
-25.0%
9,812
-25.0%
0.10%
-26.5%
Q3 2016$784,000
+0.3%
13,086
+0.2%
0.14%
-5.6%
Q2 2016$782,00013,0630.14%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 257,617$15,406,00012.12%
Long Run Wealth Advisors, LLC 539,149$32,239,00011.21%
1776 Wealth LLC 261,215$15,621,0008.40%
Summit Financial Wealth Advisors, LLC 630,559$37,707,0007.30%
Smart Portfolios, LLC 81,539$4,876,0003.71%
Shilanski & Associates, Inc. 136,385$8,156,0003.47%
Petix & Botte Co 90,431$5,408,0003.44%
ShoreHaven Wealth Partners, LLC 114,681$6,857,0003.40%
Csenge Advisory Group 594,619$35,636,0003.17%
Kinloch Capital, LLC 79,151$4,733,0002.93%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders