Castle Rock Wealth Management, LLC - FIRST TR EXCHANGE-TRADED FD ownership

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FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 278 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

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Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$3,643,770
+2.7%
61,248
+2.6%
1.22%
+0.9%
Q2 2023$3,548,820
+6.2%
59,704
+6.5%
1.21%
+1.6%
Q1 2023$3,340,816
+63.7%
56,063
+63.9%
1.19%
+30.8%
Q4 2022$2,040,344
+122.7%
34,211
+121.7%
0.91%
+97.4%
Q3 2022$916,000
+132.5%
15,430
+132.7%
0.46%
+129.9%
Q2 2022$394,000
-0.3%
6,6300.0%0.20%
+10.4%
Q1 2022$395,000
-0.3%
6,6300.0%0.18%
+13.0%
Q4 2021$396,000
-7.3%
6,630
-7.0%
0.16%
+10.3%
Q3 2021$427,000
+6.0%
7,130
+5.9%
0.15%
-1.4%
Q2 2021$403,000
-0.2%
6,7300.0%0.15%
-9.2%
Q1 2021$404,0000.0%6,7300.0%0.16%
-3.0%
Q4 2020$404,000
-25.3%
6,730
-25.3%
0.17%
-47.0%
Q2 2020$541,000
+2.3%
9,010
+1.8%
0.32%
-30.5%
Q1 2020$529,000
-2.2%
8,850
-1.5%
0.46%
-6.4%
Q4 2019$541,000
+9.3%
8,989
+9.1%
0.49%
-5.3%
Q3 2019$495,000
+104.5%
8,239
+106.9%
0.51%
+91.1%
Q2 2019$242,000–3,983–0.27%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 556,147$33,046,23627.05%
TUCKER ASSET MANAGEMENT LLC 1,367,486$81,256,00021.70%
FSC Wealth Advisors, LLC 321,150$19,082,76319.78%
Harvest Investment Services, LLC 319,238$18,969,12212.21%
SHELTON WEALTH MANAGEMENT, LLC 233,193$13,856,34111.08%
MANCHESTER FINANCIAL INC 567,071$33,695,3789.90%
RiverTree Advisors, LLC 223,758$13,295,7009.89%
Simplicity Wealth,LLC 276,173$16,410,2059.60%
1776 Wealth LLC 299,528$17,797,9549.41%
Mainsail Financial Group, LLC 166,776$9,912,9878.99%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders