UNITED CAPITAL FINANCIAL ADVISORS, LLC - FIRST TR EXCHANGE-TRADED FD ownership

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 Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$12,938,002
-18.4%
217,738
-18.4%
0.08%
-1.2%
Q2 2023$15,859,852
-43.0%
266,956
-42.9%
0.09%
-44.5%
Q1 2023$27,826,506
-30.6%
467,594
-30.7%
0.16%
-31.1%
Q4 2022$40,090,343
-24.0%
674,467
-24.1%
0.22%
-27.7%
Q3 2022$52,727,000
-22.4%
888,862
-22.4%
0.31%
-16.6%
Q2 2022$67,984,000
-11.7%
1,144,903
-11.5%
0.37%
-0.3%
Q1 2022$76,982,000
-4.4%
1,293,171
-4.0%
0.37%
+0.8%
Q4 2021$80,564,000
-1.7%
1,347,232
-1.5%
0.37%
-9.5%
Q3 2021$81,976,000
+5.0%
1,367,399
+5.0%
0.41%
+4.3%
Q2 2021$78,063,000
-0.8%
1,302,355
-0.8%
0.39%
-9.9%
Q1 2021$78,722,000
+3.7%
1,312,696
+3.8%
0.44%
-4.6%
Q4 2020$75,918,000
+8.3%
1,264,449
+8.3%
0.46%0.0%
Q3 2020$70,075,000
+8.0%
1,167,529
+8.0%
0.46%
-3.2%
Q2 2020$64,855,000
+10.5%
1,081,097
+8.8%
0.47%
-2.7%
Q1 2020$58,672,000
+3.5%
993,939
+5.4%
0.48%
+32.5%
Q4 2019$56,691,000
+5.2%
943,442
+5.2%
0.37%
-2.9%
Q3 2019$53,891,000
-7.3%
897,136
-7.3%
0.38%
-0.8%
Q2 2019$58,122,000
+7.9%
967,892
+7.8%
0.38%
+0.3%
Q1 2019$53,860,000
+1.6%
897,962
+1.3%
0.38%
-10.0%
Q4 2018$53,034,000
+46.4%
886,112
+46.8%
0.42%
+65.1%
Q3 2018$36,236,000
+11.2%
603,728
+11.1%
0.26%
+4.9%
Q2 2018$32,588,000
+38.2%
543,223
+38.2%
0.24%
+35.0%
Q1 2018$23,576,000
+24.2%
393,192
+24.3%
0.18%
+20.0%
Q4 2017$18,978,000
+13.4%
316,410
+13.4%
0.15%
+5.6%
Q3 2017$16,741,000279,0170.14%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2022
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 257,617$15,406,00012.12%
Long Run Wealth Advisors, LLC 539,149$32,239,00011.21%
1776 Wealth LLC 261,215$15,621,0008.40%
Summit Financial Wealth Advisors, LLC 630,559$37,707,0007.30%
Smart Portfolios, LLC 81,539$4,876,0003.71%
Shilanski & Associates, Inc. 136,385$8,156,0003.47%
Petix & Botte Co 90,431$5,408,0003.44%
ShoreHaven Wealth Partners, LLC 114,681$6,857,0003.40%
Csenge Advisory Group 594,619$35,636,0003.17%
Kinloch Capital, LLC 79,151$4,733,0002.93%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders