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 Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,386 | -38.8% | 5,577 | -38.8% | 0.07% | -43.1% |
| Q2 2023 | $541,796 | 0.0% | 9,115 | 0.0% | 0.13% | -0.8% |
| Q1 2023 | $541,796 | 0.0% | 9,115 | 0.0% | 0.13% | 0.0% |
| Q4 2022 | $541,796 | -14.3% | 9,115 | -14.4% | 0.13% | -19.6% |
| Q3 2022 | $632,000 | -14.0% | 10,646 | -13.9% | 0.16% | -11.4% |
| Q2 2022 | $735,000 | -12.0% | 12,366 | -11.8% | 0.18% | -4.2% |
| Q1 2022 | $835,000 | -0.7% | 14,020 | -0.3% | 0.19% | -4.5% |
| Q4 2021 | $841,000 | +9.1% | 14,060 | +9.3% | 0.20% | -1.0% |
| Q3 2021 | $771,000 | -1.9% | 12,861 | -1.9% | 0.20% | -1.5% |
| Q2 2021 | $786,000 | -6.9% | 13,115 | -6.8% | 0.21% | -15.2% |
| Q1 2021 | $844,000 | -2.2% | 14,073 | -2.1% | 0.24% | -11.3% |
| Q4 2020 | $863,000 | +105.0% | 14,369 | +104.7% | 0.27% | +234.1% |
| Q3 2020 | $421,000 | +30.7% | 7,020 | +30.8% | 0.08% | -32.8% |
| Q2 2020 | $322,000 | +1241.7% | 5,365 | +1241.2% | 0.12% | +916.7% |
| Q1 2020 | $24,000 | – | 400 | – | 0.01% | – |
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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% |