Brendel Financial Advisors LLC - FIRST TR EXCHANGE-TRADED FD ownership

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FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 192 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.

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Quarter-by-quarter ownership
Brendel Financial Advisors LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$305
+3.0%
5,127
+2.7%
0.45%
+1.8%
Q2 2023$296
-5.7%
4,990
-5.3%
0.44%
+91.8%
Q1 2023$314
-1.3%
5,269
-1.6%
0.23%
-63.6%
Q4 2022$318
-100.0%
5,356
-65.4%
0.64%
-70.8%
Q3 2022$919,000
+47.0%
15,491
+47.2%
2.18%
+301.1%
Q2 2022$625,000
-51.3%
10,526
-51.2%
0.54%
-22.1%
Q1 2022$1,283,000
-4.4%
21,553
-4.0%
0.70%
+0.4%
Q4 2021$1,342,000
-27.2%
22,445
-27.0%
0.70%
-68.4%
Q3 2021$1,843,000
+4.0%
30,745
+4.0%
2.20%
+125.4%
Q2 2021$1,772,000
-13.9%
29,564
-15.2%
0.98%
-59.8%
Q1 2020$2,058,000
-5.7%
34,866
-4.0%
2.42%
+30.7%
Q4 2019$2,182,000
-7.9%
36,319
-8.0%
1.86%
-12.9%
Q3 2019$2,370,000
-53.6%
39,458
-53.6%
2.13%
-56.9%
Q2 2019$5,109,000
+1.1%
85,071
+0.9%
4.94%
+9.1%
Q1 2019$5,055,000
+67.1%
84,285
+66.7%
4.53%
+30.3%
Q4 2018$3,026,000–50,562–3.48%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2018
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 556,147$33,046,23627.05%
TUCKER ASSET MANAGEMENT LLC 1,367,486$81,256,00021.70%
FSC Wealth Advisors, LLC 321,150$19,082,76319.78%
Harvest Investment Services, LLC 319,238$18,969,12212.21%
SHELTON WEALTH MANAGEMENT, LLC 233,193$13,856,34111.08%
MANCHESTER FINANCIAL INC 567,071$33,695,3789.90%
RiverTree Advisors, LLC 223,758$13,295,7009.89%
Simplicity Wealth,LLC 276,173$16,410,2059.60%
1776 Wealth LLC 299,528$17,797,9549.41%
Mainsail Financial Group, LLC 166,776$9,912,9878.99%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders