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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 257,617 | $15,406,000 | 12.12% |
| Long Run Wealth Advisors, LLC | 539,149 | $32,239,000 | 11.21% |
| 1776 Wealth LLC | 261,215 | $15,621,000 | 8.40% |
| Summit Financial Wealth Advisors, LLC | 630,559 | $37,707,000 | 7.30% |
| Smart Portfolios, LLC | 81,539 | $4,876,000 | 3.71% |
| Shilanski & Associates, Inc. | 136,385 | $8,156,000 | 3.47% |
| Petix & Botte Co | 90,431 | $5,408,000 | 3.44% |
| ShoreHaven Wealth Partners, LLC | 114,681 | $6,857,000 | 3.40% |
| Csenge Advisory Group | 594,619 | $35,636,000 | 3.17% |
| Kinloch Capital, LLC | 79,151 | $4,733,000 | 2.93% |