FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 389 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,443 | -77.7% | 6,167 | -77.7% | 0.00% | -83.3% |
| Q2 2023 | $1,642,508 | +97.8% | 27,647 | +98.1% | 0.02% | +41.2% |
| Q1 2023 | $830,403 | -19.1% | 13,954 | -19.4% | 0.02% | -45.2% |
| Q3 2022 | $1,027,000 | +142.8% | 17,310 | +143.8% | 0.03% | +106.7% |
| Q1 2022 | $423,000 | -60.7% | 7,101 | -60.4% | 0.02% | -53.1% |
| Q2 2021 | $1,075,000 | +194.5% | 17,940 | +195.0% | 0.03% | +60.0% |
| Q1 2021 | $365,000 | +24.6% | 6,082 | +24.7% | 0.02% | +233.3% |
| Q3 2020 | $293,000 | -58.0% | 4,876 | -58.1% | 0.01% | -33.3% |
| Q4 2018 | $697,000 | +17.7% | 11,639 | +18.1% | 0.01% | -99.1% |
| Q2 2015 | $592,000 | -53.9% | 9,858 | -53.9% | 0.99% | -25.3% |
| Q1 2015 | $1,285,000 | +92.7% | 21,395 | +92.1% | 1.32% | +133.8% |
| Q4 2014 | $667,000 | – | 11,135 | – | 0.56% | – |
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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% |