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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $239,000 | -38.1% | 3,978 | -38.0% | 0.04% | -50.0% |
| Q4 2020 | $386,000 | +0.3% | 6,421 | 0.0% | 0.07% | -16.7% |
| Q3 2020 | $385,000 | -25.7% | 6,421 | -25.7% | 0.08% | -32.3% |
| Q2 2020 | $518,000 | -94.9% | 8,641 | -95.0% | 0.12% | -96.1% |
| Q1 2020 | $10,126,000 | -0.5% | 171,540 | +1.3% | 3.20% | +55.3% |
| Q4 2019 | $10,179,000 | +30.4% | 169,404 | +30.3% | 2.06% | +24.2% |
| Q3 2019 | $7,807,000 | +5.6% | 129,968 | +5.6% | 1.66% | -3.9% |
| Q2 2019 | $7,390,000 | +3.3% | 123,057 | +3.1% | 1.73% | +22.8% |
| Q1 2019 | $7,157,000 | +16.2% | 119,331 | +15.9% | 1.41% | +6.2% |
| Q4 2018 | $6,161,000 | – | 102,944 | – | 1.32% | – |
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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% |