Simplicity Solutions, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 261 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2023$15,325,044
+7128.8%
257,954
+7180.7%
0.42%
+791.5%
Q1 2021$212,000
-97.9%
3,543
-97.9%
0.05%
-68.0%
Q4 2020$9,922,000
+14.6%
165,262
+14.6%
0.15%
-7.5%
Q3 2020$8,655,000
+7.4%
144,207
+7.4%
0.16%0.0%
Q2 2020$8,059,000
-70.9%
134,332
-71.4%
0.16%
-81.4%
Q1 2020$27,716,000
+4703.5%
469,535
+4791.0%
0.85%
+4644.4%
Q4 2019$577,000
-32.6%
9,600
-32.6%
0.02%
-48.6%
Q3 2019$856,000
+7.9%
14,244
+7.8%
0.04%
+2.9%
Q2 2019$793,000
+163.5%
13,209
+163.6%
0.03%
+88.9%
Q1 2019$301,000
+4.5%
5,011
+4.4%
0.02%
-51.4%
Q4 2018$288,000
-92.2%
4,801
-92.2%
0.04%
-82.5%
Q3 2018$3,706,00061,7410.21%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q2 2021
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