FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 258 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,073 | -7.8% | 6,985 | -7.8% | 0.14% | -2.1% |
| Q2 2023 | $450,333 | +4.3% | 7,580 | +4.5% | 0.14% | -10.6% |
| Q1 2023 | $431,691 | +30.2% | 7,254 | +30.0% | 0.16% | +17.5% |
| Q4 2022 | $331,669 | -36.1% | 5,580 | -36.3% | 0.14% | -43.6% |
| Q3 2022 | $519,000 | +2.6% | 8,754 | +2.8% | 0.24% | +2.1% |
| Q2 2022 | $506,000 | -18.1% | 8,516 | -17.9% | 0.24% | -0.8% |
| Q1 2022 | $618,000 | +0.3% | 10,377 | +0.8% | 0.24% | +4.3% |
| Q4 2021 | $616,000 | +10.4% | 10,298 | +10.6% | 0.23% | +0.9% |
| Q3 2021 | $558,000 | +108.2% | 9,309 | +108.0% | 0.23% | +109.2% |
| Q2 2021 | $268,000 | +19.1% | 4,476 | +19.5% | 0.11% | +5.8% |
| Q1 2021 | $225,000 | +10.8% | 3,745 | +10.6% | 0.10% | +10.8% |
| Q4 2020 | $203,000 | 0.0% | 3,385 | 0.0% | 0.09% | -12.3% |
| Q3 2020 | $203,000 | 0.0% | 3,385 | 0.0% | 0.11% | -10.2% |
| Q2 2020 | $203,000 | -53.8% | 3,385 | -53.6% | 0.12% | -57.6% |
| Q4 2019 | $439,000 | -28.5% | 7,302 | -28.5% | 0.28% | -38.1% |
| Q3 2019 | $614,000 | -14.6% | 10,214 | -14.7% | 0.45% | -17.5% |
| Q2 2019 | $719,000 | -40.6% | 11,981 | -40.5% | 0.54% | -42.6% |
| Q1 2019 | $1,210,000 | +17.9% | 20,136 | +17.4% | 0.95% | -0.4% |
| Q4 2018 | $1,026,000 | – | 17,148 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 257,617 | $15,406,000 | 12.12% |
| Long Run Wealth Advisors, LLC | 539,149 | $32,239,000 | 11.21% |
| 1776 Wealth LLC | 261,215 | $15,621,000 | 8.40% |
| Summit Financial Wealth Advisors, LLC | 630,559 | $37,707,000 | 7.30% |
| Smart Portfolios, LLC | 81,539 | $4,876,000 | 3.71% |
| Shilanski & Associates, Inc. | 136,385 | $8,156,000 | 3.47% |
| Petix & Botte Co | 90,431 | $5,408,000 | 3.44% |
| ShoreHaven Wealth Partners, LLC | 114,681 | $6,857,000 | 3.40% |
| Csenge Advisory Group | 594,619 | $35,636,000 | 3.17% |
| Kinloch Capital, LLC | 79,151 | $4,733,000 | 2.93% |