FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 247 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,042 | -12.8% | 8,314 | -12.9% | 0.00% | 0.0% |
| Q2 2023 | $566,880 | -3.3% | 9,542 | -3.1% | 0.00% | -33.3% |
| Q1 2023 | $586,215 | +124.6% | 9,851 | +124.2% | 0.00% | +50.0% |
| Q3 2022 | $261,000 | +1531.2% | 4,393 | +1564.0% | 0.00% | – |
| Q2 2022 | $16,000 | -55.6% | 264 | -56.0% | 0.00% | – |
| Q1 2022 | $36,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q4 2021 | $36,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q3 2021 | $36,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q2 2021 | $36,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q1 2021 | $36,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q4 2020 | $36,000 | 0.0% | 600 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $36,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +100.0% | 600 | +106.2% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | +80.0% | 291 | +79.6% | 0.00% | – |
| Q2 2019 | $10,000 | -58.3% | 162 | -59.5% | 0.00% | -100.0% |
| Q2 2018 | $24,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lubar & Co., Inc | 777,255 | $46,682,000 | 49.00% |
| Harvest Investment Services, LLC | 717,861 | $43,136,000 | 21.64% |
| Smart Portfolios, LLC | 253,650 | $15,242,000 | 13.51% |
| PLANNING ALTERNATIVES LTD /ADV | 1,172,113 | $70,409,000 | 12.88% |
| Milestone Advisory Partners | 367,018 | $22,047,000 | 12.42% |
| Financial Enhancement Group LLC | 469,301 | $28,191,000 | 7.61% |
| Gladstone Institutional Advisory LLC | 458,440 | $27,539,000 | 7.00% |
| Summit Financial Wealth Advisors, LLC | 462,055 | $27,779,000 | 6.82% |
| G&S Capital LLC | 190,888 | $11,467,000 | 6.68% |
| Csenge Advisory Group | 390,378 | $23,450,000 | 6.43% |