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 | $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 | $1,663,000 | – | 28,173 | – | 0.15% | – |
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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% |