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 Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,085,960 | +0.2% | 18,276 | +0.1% | 0.98% | +9.1% |
| Q2 2023 | $1,084,173 | -0.2% | 18,249 | 0.0% | 0.89% | -6.8% |
| Q1 2023 | $1,085,998 | -0.5% | 18,249 | -0.6% | 0.96% | +0.4% |
| Q4 2022 | $1,091,378 | -18.5% | 18,361 | -18.7% | 0.96% | -20.9% |
| Q3 2022 | $1,339,000 | -1.8% | 22,574 | -1.7% | 1.21% | -1.0% |
| Q2 2022 | $1,364,000 | -0.3% | 22,964 | -0.1% | 1.22% | +5.5% |
| Q1 2022 | $1,368,000 | -22.6% | 22,982 | -22.3% | 1.16% | -15.7% |
| Q4 2021 | $1,768,000 | -1.4% | 29,573 | -1.1% | 1.37% | -5.6% |
| Q3 2021 | $1,793,000 | -1.9% | 29,903 | -2.0% | 1.45% | -5.4% |
| Q2 2021 | $1,828,000 | – | 30,501 | – | 1.54% | – |
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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% |