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 | $439,755 | -8.7% | 7,401 | -8.7% | 0.07% | -8.0% |
| Q2 2023 | $481,534 | -35.2% | 8,105 | -35.1% | 0.08% | -38.0% |
| Q1 2023 | $743,046 | -1.5% | 12,486 | -1.6% | 0.12% | -5.5% |
| Q4 2022 | $754,505 | -0.3% | 12,694 | -0.5% | 0.13% | -2.3% |
| Q3 2022 | $757,000 | -6.7% | 12,759 | -6.3% | 0.13% | +15.9% |
| Q1 2022 | $811,000 | -12.0% | 13,615 | -11.7% | 0.11% | -3.4% |
| Q4 2021 | $922,000 | -8.3% | 15,411 | -8.1% | 0.12% | -12.7% |
| Q3 2021 | $1,005,000 | -9.8% | 16,767 | -9.8% | 0.13% | -12.4% |
| Q2 2021 | $1,114,000 | -14.0% | 18,590 | -13.9% | 0.15% | -20.3% |
| Q1 2021 | $1,295,000 | -22.5% | 21,588 | -22.4% | 0.19% | -19.3% |
| Q4 2020 | $1,670,000 | -9.2% | 27,818 | -9.2% | 0.24% | -20.4% |
| Q3 2020 | $1,839,000 | +5.6% | 30,645 | +5.7% | 0.30% | +7.2% |
| Q2 2020 | $1,741,000 | +5.5% | 28,989 | +4.6% | 0.28% | -5.7% |
| Q1 2020 | $1,651,000 | -55.0% | 27,708 | -54.5% | 0.30% | -54.0% |
| Q4 2019 | $3,666,000 | -44.2% | 60,920 | -44.3% | 0.64% | -48.3% |
| Q3 2019 | $6,575,000 | +7.2% | 109,453 | +7.2% | 1.24% | +3.9% |
| Q2 2019 | $6,132,000 | +10.7% | 102,117 | +10.6% | 1.20% | +5.9% |
| Q1 2019 | $5,538,000 | – | 92,335 | – | 1.13% | – |
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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% |