FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 248 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,312 | -30.9% | 5,155 | -30.9% | 0.00% | -100.0% |
| Q2 2023 | $443,141 | +6.8% | 7,459 | +7.0% | 0.00% | 0.0% |
| Q1 2023 | $414,965 | -53.0% | 6,973 | -53.1% | 0.00% | 0.0% |
| Q4 2022 | $883,565 | -35.4% | 14,865 | -35.5% | 0.00% | -50.0% |
| Q3 2022 | $1,368,000 | -34.2% | 23,058 | -34.1% | 0.00% | -33.3% |
| Q2 2022 | $2,078,000 | +23.5% | 35,000 | +23.9% | 0.00% | 0.0% |
| Q1 2022 | $1,682,000 | -50.1% | 28,253 | -49.9% | 0.00% | -40.0% |
| Q4 2021 | $3,374,000 | +1187.8% | 56,417 | +1193.7% | 0.01% | +400.0% |
| Q4 2019 | $262,000 | +303.1% | 4,361 | +302.3% | 0.00% | – |
| Q2 2017 | $65,000 | +35.4% | 1,084 | +34.7% | 0.00% | – |
| Q1 2017 | $48,000 | – | 805 | – | 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% |