FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 278 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $492,295 | -12.2% | 8,285 | -12.2% | 0.04% | -15.1% |
| Q2 2023 | $560,415 | -5.7% | 9,433 | -5.5% | 0.05% | -13.1% |
| Q1 2023 | $594,088 | -1.1% | 9,983 | -1.2% | 0.06% | -12.9% |
| Q4 2022 | $600,879 | -16.5% | 10,109 | -16.7% | 0.07% | -18.6% |
| Q3 2022 | $720,000 | -27.1% | 12,134 | -27.1% | 0.09% | -29.5% |
| Q2 2022 | $988,000 | -14.6% | 16,647 | -14.3% | 0.12% | -9.0% |
| Q1 2022 | $1,157,000 | -25.1% | 19,435 | -24.8% | 0.13% | -31.3% |
| Q4 2021 | $1,545,000 | -10.7% | 25,832 | -10.5% | 0.20% | -27.5% |
| Q3 2021 | $1,730,000 | +12.3% | 28,854 | +12.2% | 0.27% | +11.2% |
| Q2 2021 | $1,541,000 | +18.4% | 25,717 | +18.5% | 0.24% | -12.3% |
| Q1 2021 | $1,301,000 | +60.2% | 21,698 | +60.4% | 0.28% | +35.3% |
| Q4 2020 | $812,000 | – | 13,525 | – | 0.20% | – |
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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% |