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 | $1,619,314 | +0.0% | 27,252 | 0.0% | 0.93% | -10.1% |
| Q2 2023 | $1,619,041 | -0.2% | 27,252 | 0.0% | 1.04% | -17.2% |
| Q1 2023 | $1,621,767 | +0.1% | 27,252 | 0.0% | 1.25% | -20.0% |
| Q4 2022 | $1,619,859 | -4.8% | 27,252 | -4.9% | 1.56% | -14.5% |
| Q3 2022 | $1,701,000 | -2.1% | 28,669 | -2.0% | 1.83% | +6.8% |
| Q2 2022 | $1,737,000 | -0.3% | 29,256 | 0.0% | 1.71% | +22.0% |
| Q1 2022 | $1,742,000 | -2.1% | 29,256 | -1.7% | 1.40% | +20.4% |
| Q4 2021 | $1,780,000 | -23.9% | 29,767 | -23.7% | 1.17% | -23.7% |
| Q3 2021 | $2,339,000 | -2.5% | 39,015 | -2.5% | 1.53% | +1.3% |
| Q2 2021 | $2,400,000 | -8.0% | 40,035 | -7.9% | 1.51% | -14.6% |
| Q1 2021 | $2,608,000 | -36.0% | 43,483 | -35.9% | 1.77% | -37.9% |
| Q4 2020 | $4,076,000 | -63.9% | 67,889 | -63.9% | 2.84% | -67.6% |
| Q3 2020 | $11,283,000 | +6.9% | 187,988 | +6.9% | 8.77% | -4.9% |
| Q2 2020 | $10,552,000 | +0.3% | 175,901 | -1.3% | 9.22% | -16.5% |
| Q1 2020 | $10,523,000 | -21.3% | 178,262 | -19.9% | 11.05% | +20.6% |
| Q4 2019 | $13,378,000 | – | 222,630 | – | 9.16% | – |
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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% |