Creative Planning - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 281 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
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$48,0008050.00%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 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