FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 278 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,631 | +19.3% | 6,557 | +19.3% | 0.05% | +14.9% |
| Q2 2023 | $326,653 | +11.3% | 5,498 | +11.8% | 0.05% | 0.0% |
| Q1 2023 | $293,466 | +30.4% | 4,916 | +29.8% | 0.05% | +6.8% |
| Q4 2022 | $225,061 | -16.6% | 3,786 | -16.1% | 0.04% | -10.2% |
| Q3 2021 | $270,000 | 0.0% | 4,512 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $270,000 | -39.3% | 4,512 | -39.1% | 0.05% | -44.3% |
| Q1 2021 | $445,000 | -6.5% | 7,412 | -6.5% | 0.09% | -10.2% |
| Q4 2020 | $476,000 | – | 7,924 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lubar & Co., Inc | 777,255 | $46,682,000 | 49.00% |
| Harvest Investment Services, LLC | 717,861 | $43,136,000 | 21.64% |
| Smart Portfolios, LLC | 253,650 | $15,242,000 | 13.51% |
| PLANNING ALTERNATIVES LTD /ADV | 1,172,113 | $70,409,000 | 12.88% |
| Milestone Advisory Partners | 367,018 | $22,047,000 | 12.42% |
| Financial Enhancement Group LLC | 469,301 | $28,191,000 | 7.61% |
| Gladstone Institutional Advisory LLC | 458,440 | $27,539,000 | 7.00% |
| Summit Financial Wealth Advisors, LLC | 462,055 | $27,779,000 | 6.82% |
| G&S Capital LLC | 190,888 | $11,467,000 | 6.68% |
| Csenge Advisory Group | 390,378 | $23,450,000 | 6.43% |