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 336 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

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 Q3 2022
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 418,405$24,820,00030.77%
MANCHESTER FINANCIAL INC 1,034,843$61,387,00017.66%
Kinloch Capital, LLC 450,730$26,737,00017.64%
IronBridge Private Wealth, LLC 288,119$17,091,00014.77%
Bullseye Investment Management, LLC 198,720$11,788,00012.85%
SHELTON WEALTH MANAGEMENT, LLC 223,340$13,249,00011.80%
1776 Wealth LLC 218,587$12,967,0009.84%
Stegent Equity Advisors, Inc. 91,659$5,437,0008.16%
Towerpoint Wealth, LLC 213,782$12,682,0007.64%
Synergy Asset Management, LLC 447,980$26,574,0007.17%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders