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

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FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 340 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

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Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2024$390,261
-3.8%
6,548
-3.7%
0.03%
-5.7%
Q1 2024$405,595
-1.7%
6,803
-1.7%
0.04%0.0%
Q4 2023$412,788
-4.5%
6,919
-4.9%
0.04%
-12.5%
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$782,000–13,063–0.14%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2022
NameSharesValueWeighting ↓
Smart Portfolios, LLC 372,347$22,329,00019.19%
Cassia Capital Partners, LLC 324,316$19,449,00017.60%
STRATEGIC WEALTH MANAGEMENT INC 260,331$15,612,0009.37%
1776 Wealth LLC 244,630$14,670,0009.24%
Sterling Manor Financial, LLC 124,983$7,495,0006.67%
Summit Financial Wealth Advisors, LLC 429,316$25,776,0006.56%
StoneX Group Inc. 566,864$34,009,0006.11%
Harvest Investment Services, LLC 199,118$11,941,0005.38%
Financial Enhancement Group LLC 437,282$26,224,0005.35%
Genesee Capital Advisors, LLC 144,186$8,647,0005.13%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders