FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 44 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,196 | -29.6% | 4,328 | -29.6% | 0.04% | -19.6% |
| Q2 2023 | $365,408 | -80.0% | 6,151 | -79.9% | 0.05% | -80.8% |
| Q1 2023 | $1,825,589 | +42.2% | 30,677 | +42.0% | 0.27% | +33.0% |
| Q4 2022 | $1,283,726 | +30.1% | 21,597 | +31.4% | 0.20% | -10.7% |
| Q2 2019 | $987,000 | +15.3% | 16,435 | +15.1% | 0.22% | +12.0% |
| Q1 2019 | $856,000 | +166.7% | 14,279 | +167.2% | 0.20% | +94.2% |
| Q3 2017 | $321,000 | +3.9% | 5,344 | +3.7% | 0.10% | -3.7% |
| Q2 2017 | $309,000 | +0.3% | 5,152 | +0.3% | 0.11% | -5.3% |
| Q1 2017 | $308,000 | -16.3% | 5,139 | -16.4% | 0.11% | -22.6% |
| Q4 2016 | $368,000 | +9.2% | 6,147 | +9.4% | 0.15% | +5.8% |
| Q3 2016 | $337,000 | -48.3% | 5,618 | -48.4% | 0.14% | -52.4% |
| Q2 2016 | $652,000 | +37.0% | 10,881 | +36.7% | 0.29% | +7.8% |
| Q4 2015 | $476,000 | – | 7,959 | – | 0.27% | – |
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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% |