FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 376 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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
| 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% |