Jacobi Capital 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 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
Jacobi Capital Management LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2023$423,000
-18.0%
7,120
-17.9%
0.05%
-23.0%
Q1 2023$516,085
-19.0%
8,672
-19.1%
0.06%
-23.8%
Q4 2022$637,015
-3.5%
10,717
-3.6%
0.08%
-11.1%
Q3 2022$660,000
-6.6%
11,120
-6.6%
0.09%
-4.3%
Q2 2022$707,000
-16.8%
11,906
-16.6%
0.09%
-7.8%
Q1 2022$850,000
-37.7%
14,273
-37.4%
0.10%
-37.4%
Q4 2021$1,364,000
-17.1%
22,809
-16.9%
0.16%
-22.0%
Q3 2021$1,645,000
-7.6%
27,439
-7.6%
0.21%
-11.1%
Q2 2021$1,780,000
-11.7%
29,701
-11.6%
0.24%
-21.1%
Q1 2021$2,016,000
+23.5%
33,615
+23.7%
0.30%
+15.5%
Q4 2020$1,632,000
+16.7%
27,175
+16.6%
0.26%
+5.3%
Q3 2020$1,398,000
+20.3%
23,297
+20.3%
0.24%
+12.9%
Q2 2020$1,162,000
+123.0%
19,373
+119.6%
0.22%
+93.8%
Q1 2020$521,000
-59.3%
8,821
-58.6%
0.11%
-51.9%
Q4 2019$1,279,000
+21.5%
21,291
+21.5%
0.23%
+12.0%
Q3 2019$1,053,000
+7.4%
17,525
+7.4%
0.21%
+4.5%
Q2 2019$980,000
+25.0%
16,322
+24.8%
0.20%
-0.5%
Q1 2019$784,000
+27.7%
13,076
+27.5%
0.20%
+19.0%
Q4 2018$614,000
-35.8%
10,259
-35.6%
0.17%
-34.4%
Q3 2018$956,000
+20.4%
15,925
+20.4%
0.26%
+11.8%
Q2 2018$794,000
+24.1%
13,230
+24.1%
0.23%
+19.3%
Q1 2018$640,000
+166.7%
10,665
+166.5%
0.19%
+146.2%
Q4 2017$240,0004,0020.08%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 257,617$15,406,00012.12%
Long Run Wealth Advisors, LLC 539,149$32,239,00011.21%
1776 Wealth LLC 261,215$15,621,0008.40%
Summit Financial Wealth Advisors, LLC 630,559$37,707,0007.30%
Smart Portfolios, LLC 81,539$4,876,0003.71%
Shilanski & Associates, Inc. 136,385$8,156,0003.47%
Petix & Botte Co 90,431$5,408,0003.44%
ShoreHaven Wealth Partners, LLC 114,681$6,857,0003.40%
Csenge Advisory Group 594,619$35,636,0003.17%
Kinloch Capital, LLC 79,151$4,733,0002.93%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders