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 | $8,457,397 | -3.6% | 141,787 | -3.6% | 0.23% | +16.2% |
| Q2 2023 | $8,770,297 | +42.2% | 147,056 | +42.2% | 0.20% | +20.1% |
| Q1 2023 | $6,167,804 | +82.8% | 103,434 | +82.2% | 0.16% | +72.6% |
| Q4 2022 | $3,374,456 | +22.2% | 56,771 | +21.9% | 0.10% | +14.5% |
| Q3 2022 | $2,762,000 | +164.1% | 46,555 | +164.5% | 0.08% | +88.6% |
| Q2 2022 | $1,046,000 | +5.7% | 17,600 | +5.9% | 0.04% | +37.5% |
| Q1 2022 | $990,000 | -0.2% | 16,616 | +0.2% | 0.03% | +10.3% |
| Q4 2021 | $992,000 | -1.1% | 16,585 | -0.8% | 0.03% | -9.4% |
| Q3 2021 | $1,003,000 | -4.4% | 16,725 | -4.4% | 0.03% | -5.9% |
| Q2 2021 | $1,049,000 | -2.3% | 17,493 | -2.3% | 0.03% | -10.5% |
| Q1 2021 | $1,074,000 | +2.6% | 17,906 | +2.7% | 0.04% | -32.1% |
| Q4 2020 | $1,047,000 | -1.6% | 17,427 | -1.7% | 0.06% | -1.8% |
| Q3 2020 | $1,064,000 | -0.5% | 17,721 | -0.5% | 0.06% | -19.7% |
| Q2 2020 | $1,069,000 | +22.0% | 17,816 | +20.2% | 0.07% | -5.3% |
| Q1 2020 | $876,000 | -38.8% | 14,826 | -37.7% | 0.08% | -38.5% |
| Q4 2019 | $1,431,000 | +62.2% | 23,814 | +62.3% | 0.12% | +40.2% |
| Q3 2019 | $882,000 | -18.5% | 14,672 | -18.5% | 0.09% | -26.9% |
| Q2 2019 | $1,082,000 | -13.6% | 18,012 | -13.7% | 0.12% | -23.7% |
| Q1 2019 | $1,253,000 | +111.7% | 20,881 | +111.3% | 0.16% | +85.7% |
| Q4 2018 | $592,000 | -24.4% | 9,883 | -24.2% | 0.08% | -9.7% |
| Q3 2018 | $783,000 | -40.3% | 13,045 | -40.3% | 0.09% | -46.2% |
| Q2 2018 | $1,311,000 | – | 21,853 | – | 0.17% | – |
Download | ||||||
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% |