Holistic Financial Partners - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 312 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$847,350
+26.9%
14,260
+26.9%
0.56%
+21.3%
Q2 2023$667,780
+9.1%
11,240
+9.3%
0.46%
-3.1%
Q1 2023$612,000
+20.5%
10,284
+20.4%
0.48%
+5.3%
Q4 2022$507,859
+0.2%
8,544
+0.0%
0.46%
-9.4%
Q3 2022$507,000
-1.2%
8,543
-1.0%
0.50%
+3.7%
Q2 2022$513,0008,6330.48%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q2 2022
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