FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 233 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,180,120 | +2.0% | 120,539 | +2.0% | 2.93% | +2.8% |
| Q2 2023 | $7,036,749 | -0.5% | 118,179 | -0.4% | 2.85% | -10.4% |
| Q1 2023 | $7,071,348 | -4.4% | 118,667 | -4.6% | 3.18% | -1.7% |
| Q4 2022 | $7,396,997 | -5.2% | 124,445 | -5.3% | 3.23% | -11.4% |
| Q2 2022 | $7,802,000 | -2.0% | 131,390 | -1.7% | 3.65% | +9.3% |
| Q1 2022 | $7,958,000 | -2.4% | 133,646 | -2.0% | 3.34% | -3.9% |
| Q4 2021 | $8,156,000 | +8.1% | 136,385 | +8.3% | 3.47% | -0.9% |
| Q3 2021 | $7,548,000 | +5.7% | 125,921 | +5.7% | 3.51% | +3.5% |
| Q2 2021 | $7,140,000 | +2.5% | 119,093 | +2.5% | 3.39% | -8.9% |
| Q1 2021 | $6,968,000 | +69.4% | 116,174 | +69.5% | 3.72% | +48.8% |
| Q4 2020 | $4,114,000 | -0.2% | 68,523 | -0.2% | 2.50% | -10.5% |
| Q3 2020 | $4,122,000 | +27.3% | 68,659 | +27.2% | 2.79% | +18.3% |
| Q2 2020 | $3,239,000 | +111.6% | 53,968 | +108.2% | 2.36% | +53.8% |
| Q1 2020 | $1,531,000 | +27.6% | 25,916 | +29.7% | 1.54% | +66.1% |
| Q4 2019 | $1,200,000 | +33.5% | 19,978 | +33.6% | 0.92% | +27.3% |
| Q3 2019 | $899,000 | +126.4% | 14,958 | +126.7% | 0.73% | +125.5% |
| Q2 2019 | $397,000 | – | 6,598 | – | 0.32% | – |
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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% |