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 | $818,851 | -5.6% | 13,780 | -5.7% | 0.24% | +4.3% |
| Q2 2023 | $867,860 | -6.8% | 14,608 | -6.6% | 0.23% | -10.1% |
| Q1 2023 | $931,092 | +13.8% | 15,646 | +13.7% | 0.26% | +11.7% |
| Q4 2022 | $818,012 | +64.6% | 13,762 | +64.4% | 0.23% | +49.0% |
| Q3 2022 | $497,000 | 0.0% | 8,370 | 0.0% | 0.16% | +2.0% |
| Q2 2022 | $497,000 | -5.9% | 8,370 | -5.6% | 0.15% | +10.9% |
| Q1 2022 | $528,000 | -33.7% | 8,863 | -33.4% | 0.14% | -29.4% |
| Q4 2021 | $796,000 | -0.1% | 13,307 | 0.0% | 0.19% | -7.2% |
| Q3 2021 | $797,000 | +22.6% | 13,307 | +22.7% | 0.21% | +18.1% |
| Q2 2021 | $650,000 | – | 10,847 | – | 0.18% | – |
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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% |