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 Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| 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% |