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 | $7,201,047 | -9.8% | 121,189 | -9.8% | 0.32% | -6.2% |
| Q2 2023 | $7,986,310 | -2.9% | 134,427 | -2.7% | 0.34% | -9.4% |
| Q1 2023 | $8,225,611 | +46588.7% | 138,222 | -53.4% | 0.37% | -21.3% |
| Q4 2022 | $17,618 | -99.8% | 296,402 | +139.4% | 0.47% | -3.7% |
| Q3 2022 | $7,345,000 | +841.7% | 123,818 | +843.2% | 0.49% | +748.3% |
| Q2 2022 | $780,000 | -65.8% | 13,128 | -65.7% | 0.06% | -53.6% |
| Q1 2022 | $2,279,000 | +299.1% | 38,292 | +301.1% | 0.12% | +331.0% |
| Q4 2021 | $571,000 | -36.9% | 9,547 | -36.7% | 0.03% | -42.0% |
| Q3 2021 | $905,000 | +26.2% | 15,090 | +26.2% | 0.05% | +25.0% |
| Q2 2021 | $717,000 | -18.7% | 11,958 | -18.7% | 0.04% | -24.5% |
| Q1 2021 | $882,000 | -45.9% | 14,708 | -45.8% | 0.05% | -47.5% |
| Q4 2020 | $1,631,000 | +0.1% | 27,160 | +0.0% | 0.10% | -12.9% |
| Q3 2020 | $1,629,000 | -18.8% | 27,147 | -18.8% | 0.12% | -21.6% |
| Q2 2020 | $2,005,000 | – | 33,422 | – | 0.15% | – |
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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% |