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 | $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 ↓ |
|---|---|---|---|
| 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% |