Synergy Asset 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 284 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Synergy Asset Management, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$26,350,782
+234.6%
443,467
+234.5%
5.22%
+168.0%
Q2 2023$7,876,043
-58.5%
132,571
-58.4%
1.95%
-57.1%
Q1 2023$18,985,601
-3.7%
319,032
-3.8%
4.54%
-10.0%
Q4 2022$19,714,733
-25.8%
331,674
-26.0%
5.05%
-29.6%
Q3 2022$26,574,000
-8.6%
447,980
-8.5%
7.17%
-7.0%
Q2 2022$29,076,000
+98.5%
489,663
+99.0%
7.71%
+118.5%
Q1 2022$14,651,000
+38.6%
246,105
+39.3%
3.53%
+40.3%
Q4 2021$10,568,000
-44.3%
176,711
-44.2%
2.51%
-43.0%
Q3 2021$18,968,000
+2.3%
316,422
+2.3%
4.41%
-10.4%
Q2 2021$18,540,000
+60.8%
309,300
+60.9%
4.92%
+42.4%
Q1 2021$11,532,000
+71.3%
192,290
+71.5%
3.45%
+63.3%
Q4 2020$6,733,000112,1432.12%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q1 2022
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