BerganKDV Wealth Management, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 258 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2023$80,442
-61.8%
1,354
-61.8%
0.01%
-63.6%
Q1 2023$210,666
+0.1%
3,5400.0%0.02%
-4.3%
Q4 2022$210,418
-92.1%
3,540
-92.1%
0.02%
-92.7%
Q3 2022$2,649,000
-2.0%
44,652
-2.0%
0.32%
+2.3%
Q2 2022$2,704,000
+4.0%
45,545
+4.3%
0.31%
+11.5%
Q1 2022$2,599,000
+7.6%
43,661
+8.1%
0.28%
+10.3%
Q4 2021$2,415,000
+5.6%
40,382
+5.8%
0.25%
-2.7%
Q3 2021$2,287,000
+15.7%
38,151
+15.7%
0.26%
+10.2%
Q2 2021$1,977,000
+7.0%
32,986
+7.1%
0.24%
-0.8%
Q1 2021$1,847,000
-5.5%
30,801
-5.4%
0.24%
-13.8%
Q4 2020$1,954,000
+1.7%
32,550
+1.6%
0.28%
-9.5%
Q3 2020$1,922,000
+10.5%
32,024
+10.5%
0.30%
+2.0%
Q2 2020$1,739,000
+33.1%
28,991
+30.9%
0.30%
+11.2%
Q1 2020$1,307,000
-17.6%
22,140
-16.1%
0.27%
-5.0%
Q4 2019$1,586,000
+6.8%
26,392
+6.7%
0.28%
-3.8%
Q3 2019$1,485,000
+7.6%
24,724
+7.6%
0.29%
+7.3%
Q2 2019$1,380,000
+34.0%
22,985
+33.9%
0.27%
+29.4%
Q1 2019$1,030,000
+33.8%
17,171
+33.4%
0.21%
+17.2%
Q4 2018$770,000
+1.0%
12,867
+1.3%
0.18%
+9.8%
Q3 2018$762,000
+6.9%
12,703
+6.9%
0.16%
+3.1%
Q2 2018$713,000
+7.1%
11,886
+7.1%
0.16%
-12.6%
Q1 2018$666,000
+6.9%
11,101
+7.0%
0.18%
+23.0%
Q4 2017$623,000
-4.9%
10,379
-4.9%
0.15%
-9.8%
Q3 2017$655,000
+16.3%
10,912
+16.3%
0.16%
+2.5%
Q2 2017$563,000
+16.1%
9,379
+16.0%
0.16%
+11.1%
Q1 2017$485,000
-8.5%
8,084
-8.6%
0.14%
-18.6%
Q4 2016$530,000
+49.3%
8,844
+49.5%
0.18%
+43.9%
Q3 2016$355,0005,9170.12%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2021
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