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 | $1,288,453 | -2.0% | 21,684 | -2.0% | 0.33% | -0.9% |
| Q2 2023 | $1,314,956 | -6.3% | 22,134 | -6.2% | 0.34% | -11.3% |
| Q1 2023 | $1,403,964 | -21.8% | 23,592 | -21.9% | 0.38% | -19.7% |
| Q4 2022 | $1,796,128 | +11.7% | 30,218 | +11.5% | 0.47% | +3.3% |
| Q3 2022 | $1,608,030 | +32.3% | 27,107 | +32.5% | 0.46% | +35.1% |
| Q2 2022 | $1,215,271 | +49.9% | 20,465 | +50.3% | 0.34% | +69.5% |
| Q1 2022 | $810,667 | +2.7% | 13,617 | +3.2% | 0.20% | -1.0% |
| Q4 2021 | $789,143 | +17.7% | 13,196 | +18.0% | 0.20% | +5.2% |
| Q3 2021 | $670,545 | +206.5% | 11,186 | +206.5% | 0.19% | +204.8% |
| Q2 2021 | $218,781 | -0.1% | 3,650 | 0.0% | 0.06% | -11.3% |
| Q1 2021 | $218,891 | -2.8% | 3,650 | -2.7% | 0.07% | -11.2% |
| Q4 2020 | $225,150 | – | 3,750 | – | 0.08% | – |
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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% |