FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 270 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,232,366 | -16.9% | 54,399 | -16.9% | 0.64% | -17.1% |
| Q2 2023 | $3,890,602 | +82.1% | 65,487 | +82.4% | 0.77% | +69.8% |
| Q1 2023 | $2,136,550 | +63.1% | 35,902 | +62.9% | 0.45% | +58.7% |
| Q4 2022 | $1,309,826 | +417.7% | 22,036 | +423.4% | 0.29% | +240.5% |
| Q4 2020 | $253,000 | -89.3% | 4,210 | -89.5% | 0.08% | -93.0% |
| Q1 2020 | $2,369,000 | +158.1% | 40,138 | +162.6% | 1.21% | +228.9% |
| Q4 2019 | $918,000 | +2.6% | 15,283 | +2.5% | 0.37% | -6.6% |
| Q3 2019 | $895,000 | +42.1% | 14,906 | +42.0% | 0.39% | +36.0% |
| Q2 2019 | $630,000 | -83.8% | 10,495 | -83.8% | 0.29% | -86.8% |
| Q1 2019 | $3,889,000 | 0.0% | 64,978 | 0.0% | 2.18% | 0.0% |
| Q4 2018 | $3,889,000 | – | 64,978 | – | 2.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 257,617 | $15,406,000 | 12.12% |
| Long Run Wealth Advisors, LLC | 539,149 | $32,239,000 | 11.21% |
| 1776 Wealth LLC | 261,215 | $15,621,000 | 8.40% |
| Summit Financial Wealth Advisors, LLC | 630,559 | $37,707,000 | 7.30% |
| Smart Portfolios, LLC | 81,539 | $4,876,000 | 3.71% |
| Shilanski & Associates, Inc. | 136,385 | $8,156,000 | 3.47% |
| Petix & Botte Co | 90,431 | $5,408,000 | 3.44% |
| ShoreHaven Wealth Partners, LLC | 114,681 | $6,857,000 | 3.40% |
| Csenge Advisory Group | 594,619 | $35,636,000 | 3.17% |
| Kinloch Capital, LLC | 79,151 | $4,733,000 | 2.93% |