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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,118,797 | -50.8% | 52,487 | -50.8% | 1.59% | -47.8% |
| Q2 2023 | $6,340,201 | -36.5% | 106,719 | -36.4% | 3.05% | -31.0% |
| Q1 2023 | $9,988,445 | +23.0% | 167,845 | +22.8% | 4.42% | +22.8% |
| Q4 2022 | $8,122,323 | +3.5% | 136,647 | +3.3% | 3.60% | -13.6% |
| Q3 2022 | $7,847,000 | +28.4% | 132,287 | +28.6% | 4.16% | +15.6% |
| Q2 2022 | $6,110,000 | +533.8% | 102,895 | +540.1% | 3.60% | +542.4% |
| Q1 2021 | $964,000 | -90.4% | 16,075 | -90.4% | 0.56% | -90.7% |
| Q4 2020 | $10,036,000 | +0.5% | 167,163 | +0.4% | 6.00% | -16.8% |
| Q3 2020 | $9,990,000 | +5.4% | 166,441 | +5.4% | 7.22% | -14.8% |
| Q2 2020 | $9,475,000 | – | 157,951 | – | 8.48% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $5,622,000 | -51.0% | 93,576 | -51.0% | 3.17% | -52.6% |
| Q3 2019 | $11,467,000 | +49.6% | 190,888 | +49.6% | 6.68% | +45.3% |
| Q2 2019 | $7,663,000 | -6.7% | 127,613 | -6.8% | 4.60% | -8.9% |
| Q1 2019 | $8,215,000 | +15.4% | 136,962 | +15.1% | 5.05% | -21.7% |
| Q4 2018 | $7,120,000 | +71.2% | 118,959 | +71.7% | 6.45% | +124.6% |
| Q3 2018 | $4,159,000 | -6.6% | 69,288 | -6.7% | 2.87% | -15.8% |
| Q2 2018 | $4,454,000 | +193.4% | 74,251 | +193.3% | 3.41% | +165.9% |
| Q1 2018 | $1,518,000 | +16.0% | 25,317 | +16.0% | 1.28% | +33.4% |
| Q4 2017 | $1,309,000 | – | 21,817 | – | 0.96% | – |
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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% |