Valmark Advisers, Inc. - 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 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%.

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Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$951,502
+14.0%
16,013
+14.0%
0.02%
+17.6%
Q2 2023$834,533
-4.5%
14,047
-4.3%
0.02%
-10.5%
Q1 2023$873,486
-35.0%
14,678
-35.1%
0.02%
-38.7%
Q4 2022$1,343,629
-4.7%
22,605
-4.9%
0.03%
+10.7%
Q3 2022$1,410,000
+60.0%
23,776
+60.3%
0.03%
+64.7%
Q2 2022$881,000
+3.0%
14,834
+3.3%
0.02%
+13.3%
Q1 2022$855,000
+191.8%
14,366
+193.3%
0.02%
+200.0%
Q4 2021$293,000
+36.9%
4,898
+37.0%
0.01%
+25.0%
Q3 2021$214,000
-23.8%
3,574
-23.7%
0.00%
-33.3%
Q4 2020$281,000
-27.2%
4,683
-27.3%
0.01%
-33.3%
Q3 2020$386,000
+50.8%
6,439
+50.6%
0.01%
+50.0%
Q2 2020$256,000
+23.7%
4,275
+22.2%
0.01%
+20.0%
Q1 2020$207,000
-1.4%
3,499
+0.1%
0.01%0.0%
Q4 2019$210,0000.0%3,496
+0.1%
0.01%0.0%
Q3 2019$210,000
-4.1%
3,493
-4.1%
0.01%0.0%
Q2 2019$219,000–3,644–0.01%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 556,147$33,046,23627.05%
TUCKER ASSET MANAGEMENT LLC 1,367,486$81,256,00021.70%
FSC Wealth Advisors, LLC 321,150$19,082,76319.78%
Harvest Investment Services, LLC 319,238$18,969,12212.21%
SHELTON WEALTH MANAGEMENT, LLC 233,193$13,856,34111.08%
MANCHESTER FINANCIAL INC 567,071$33,695,3789.90%
RiverTree Advisors, LLC 223,758$13,295,7009.89%
Simplicity Wealth,LLC 276,173$16,410,2059.60%
1776 Wealth LLC 299,528$17,797,9549.41%
Mainsail Financial Group, LLC 166,776$9,912,9878.99%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders