FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 412 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $675,584 | -62.6% | 11,335 | -62.6% | 0.42% | -66.3% |
| Q1 2024 | $1,806,426 | -4.4% | 30,299 | -4.3% | 1.24% | -3.9% |
| Q4 2023 | $1,888,586 | +732.0% | 31,656 | +737.2% | 1.29% | +881.7% |
| Q3 2021 | $227,000 | +0.9% | 3,781 | +0.7% | 0.13% | +4.0% |
| Q2 2021 | $225,000 | -8.2% | 3,754 | -8.1% | 0.13% | -10.6% |
| Q1 2021 | $245,000 | -13.7% | 4,085 | -13.5% | 0.14% | -10.8% |
| Q4 2020 | $284,000 | -4.7% | 4,725 | -4.7% | 0.16% | -7.1% |
| Q3 2020 | $298,000 | +38.6% | 4,958 | +38.1% | 0.17% | -5.6% |
| Q2 2020 | $215,000 | -24.0% | 3,590 | -25.0% | 0.18% | -38.1% |
| Q1 2020 | $283,000 | +31.6% | 4,789 | +33.8% | 0.29% | +38.6% |
| Q3 2018 | $215,000 | – | 3,579 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smart Portfolios, LLC | 372,347 | $22,329,000 | 19.19% |
| Cassia Capital Partners, LLC | 324,316 | $19,449,000 | 17.60% |
| STRATEGIC WEALTH MANAGEMENT INC | 260,331 | $15,612,000 | 9.37% |
| 1776 Wealth LLC | 244,630 | $14,670,000 | 9.24% |
| Sterling Manor Financial, LLC | 124,983 | $7,495,000 | 6.67% |
| Summit Financial Wealth Advisors, LLC | 429,316 | $25,776,000 | 6.56% |
| StoneX Group Inc. | 566,864 | $34,009,000 | 6.11% |
| Harvest Investment Services, LLC | 199,118 | $11,941,000 | 5.38% |
| Financial Enhancement Group LLC | 437,282 | $26,224,000 | 5.35% |
| Genesee Capital Advisors, LLC | 144,186 | $8,647,000 | 5.13% |