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 | $1,352 | -27.9% | 22,746 | -27.9% | 1.09% | +40.6% |
| Q2 2023 | $1,875 | +67.3% | 31,565 | +67.6% | 0.77% | +55.7% |
| Q1 2023 | $1,121 | -51.5% | 18,834 | -51.6% | 0.50% | -40.7% |
| Q4 2022 | $2,312 | -99.8% | 38,894 | +81.7% | 0.84% | +112.7% |
| Q1 2022 | $1,274,000 | +16.5% | 21,405 | +17.0% | 0.39% | +101.0% |
| Q4 2021 | $1,094,000 | -40.0% | 18,298 | -39.8% | 0.20% | -65.1% |
| Q3 2021 | $1,822,000 | +763.5% | 30,397 | +764.5% | 0.56% | +1204.7% |
| Q2 2021 | $211,000 | -97.6% | 3,516 | -97.6% | 0.04% | -98.0% |
| Q4 2020 | $8,856,000 | +2119.5% | 147,503 | +2116.8% | 2.13% | +170.1% |
| Q3 2020 | $399,000 | -21.5% | 6,654 | -21.5% | 0.79% | +233.3% |
| Q3 2018 | $508,000 | +7.6% | 8,472 | +7.6% | 0.24% | -8.8% |
| Q2 2018 | $472,000 | -6.9% | 7,875 | -6.9% | 0.26% | -42.7% |
| Q1 2018 | $507,000 | 0.0% | 8,457 | 0.0% | 0.45% | +33.9% |
| Q4 2017 | $507,000 | – | 8,457 | – | 0.34% | – |
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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% |