Integrated Wealth Concepts LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 261 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$17,706,643
+39.2%
297,991
+39.2%
0.31%
+43.1%
Q2 2023$12,717,102
+436164.2%
214,057
+337.0%
0.22%
+263.3%
Q1 2023$2,915
+99.1%
48,987
+98.9%
0.06%
+50.0%
Q4 2022$1,464
-99.9%
24,628
+42.8%
0.04%
+21.2%
Q3 2022$1,023,000
+15.9%
17,249
+16.1%
0.03%
+22.2%
Q2 2022$883,000
+292.4%
14,863
+293.4%
0.03%
+285.7%
Q1 2022$225,000
-18.5%
3,778
-18.1%
0.01%
-12.5%
Q4 2021$276,000
-59.4%
4,614
-59.3%
0.01%
-63.6%
Q3 2021$679,000
-45.4%
11,325
-45.5%
0.02%
-50.0%
Q2 2021$1,244,000
-42.8%
20,761
-42.8%
0.04%
-50.6%
Q1 2021$2,175,000
+379.1%
36,269
+379.6%
0.09%
+217.9%
Q3 2020$454,000
-61.8%
7,562
-61.8%
0.03%
-67.1%
Q2 2020$1,187,000
-28.6%
19,787
-29.8%
0.08%
-44.8%
Q1 2020$1,663,00028,1730.15%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q2 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 257,617$15,406,00012.12%
Long Run Wealth Advisors, LLC 539,149$32,239,00011.21%
1776 Wealth LLC 261,215$15,621,0008.40%
Summit Financial Wealth Advisors, LLC 630,559$37,707,0007.30%
Smart Portfolios, LLC 81,539$4,876,0003.71%
Shilanski & Associates, Inc. 136,385$8,156,0003.47%
Petix & Botte Co 90,431$5,408,0003.44%
ShoreHaven Wealth Partners, LLC 114,681$6,857,0003.40%
Csenge Advisory Group 594,619$35,636,0003.17%
Kinloch Capital, LLC 79,151$4,733,0002.93%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders