FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 336 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,496,759 | -17.8% | 25,189 | -17.9% | 0.21% | -16.9% |
| Q2 2023 | $1,821,807 | +11.0% | 30,665 | +11.1% | 0.25% | +9.7% |
| Q1 2023 | $1,641,937 | +46.3% | 27,591 | +46.1% | 0.23% | +38.7% |
| Q4 2022 | $1,122,455 | +75.9% | 18,884 | +75.7% | 0.16% | +61.4% |
| Q3 2022 | $638,000 | +107.1% | 10,749 | +107.2% | 0.10% | +119.6% |
| Q2 2022 | $308,000 | +46.0% | 5,187 | +46.0% | 0.05% | +58.6% |
| Q1 2022 | $211,000 | -27.2% | 3,552 | -26.6% | 0.03% | -32.6% |
| Q3 2021 | $290,000 | +1.4% | 4,838 | +1.3% | 0.04% | 0.0% |
| Q2 2021 | $286,000 | -44.0% | 4,775 | -43.9% | 0.04% | -50.0% |
| Q1 2021 | $511,000 | -12.8% | 8,517 | -12.8% | 0.09% | -24.6% |
| Q4 2020 | $586,000 | -69.9% | 9,762 | -69.9% | 0.11% | -75.8% |
| Q3 2020 | $1,947,000 | +777.0% | 32,445 | +775.7% | 0.47% | +582.6% |
| Q2 2018 | $222,000 | – | 3,705 | – | 0.07% | – |
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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% |