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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $442,168 | -54.1% | 7,442 | -54.0% | 0.05% | -9.6% |
| Q1 2023 | $962,693 | +24.9% | 16,177 | +24.7% | 0.05% | +10.6% |
| Q4 2022 | $770,818 | +24.1% | 12,968 | +23.7% | 0.05% | +11.9% |
| Q3 2022 | $621,000 | +124.2% | 10,480 | +124.5% | 0.04% | +121.1% |
| Q2 2022 | $277,000 | +6.9% | 4,669 | +7.3% | 0.02% | +18.8% |
| Q1 2022 | $259,000 | 0.0% | 4,353 | +0.6% | 0.02% | 0.0% |
| Q4 2021 | $259,000 | +149.0% | 4,327 | +148.4% | 0.02% | +128.6% |
| Q3 2021 | $104,000 | – | 1,742 | – | 0.01% | – |
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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% |