WealthPLAN Partners, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 312 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q4 2023$4,493,463
+1.4%
75,318
+1.0%
0.46%
-10.3%
Q3 2023$4,431,297
-2.7%
74,576
-2.7%
0.52%
-20.0%
Q2 2023$4,553,768
+1.6%
76,650
+1.8%
0.64%
+26.3%
Q1 2023$4,482,344
+1.0%
75,321
+1.0%
0.51%
+64.5%
Q4 2022$4,439,583
-7.8%
74,552
-7.8%
0.31%
-7.2%
Q1 2022$4,814,000
-1.9%
80,881
-1.5%
0.33%
+3.4%
Q4 2021$4,908,000
+2.5%
82,129
+2.6%
0.32%
+1.6%
Q3 2021$4,788,000
+7.5%
80,048
+7.7%
0.32%
+1.6%
Q2 2021$4,455,000
+1.7%
74,327
+1.7%
0.31%
-7.9%
Q1 2021$4,381,000
+8.1%
73,058
+8.2%
0.34%
-1.4%
Q4 2020$4,054,000
-4.3%
67,525
-4.3%
0.34%
-16.5%
Q3 2020$4,236,000
+14.4%
70,551
+14.5%
0.41%
+7.8%
Q2 2020$3,703,000
+1.0%
61,635
+0.4%
0.38%
-19.5%
Q1 2020$3,667,000
-19.7%
61,413
-19.1%
0.48%
-11.7%
Q4 2019$4,569,000
+1.6%
75,949
+1.5%
0.54%
-12.4%
Q3 2019$4,499,000
+1.4%
74,828
+1.4%
0.62%
-7.9%
Q2 2019$4,435,000
+1.4%
73,766
+1.3%
0.67%
-2.2%
Q1 2019$4,375,000
+3.1%
72,838
+3.0%
0.68%
+0.1%
Q4 2018$4,243,000
+14.3%
70,715
+14.3%
0.68%
+0.6%
Q3 2018$3,713,000
-31.0%
61,850
-31.0%
0.68%
-38.5%
Q2 2018$5,379,000
-26.5%
89,675
-26.5%
1.10%
-31.3%
Q1 2018$7,319,000
+203.7%
122,077
+203.8%
1.61%
+149.0%
Q4 2017$2,410,00040,1810.64%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q2 2022
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 556,147$33,046,23627.05%
TUCKER ASSET MANAGEMENT LLC 1,367,486$81,256,00021.70%
FSC Wealth Advisors, LLC 321,150$19,082,76319.78%
Harvest Investment Services, LLC 319,238$18,969,12212.21%
SHELTON WEALTH MANAGEMENT, LLC 233,193$13,856,34111.08%
MANCHESTER FINANCIAL INC 567,071$33,695,3789.90%
RiverTree Advisors, LLC 223,758$13,295,7009.89%
Simplicity Wealth,LLC 276,173$16,410,2059.60%
1776 Wealth LLC 299,528$17,797,9549.41%
Mainsail Financial Group, LLC 166,776$9,912,9878.99%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders