LAKE STREET PRIVATE WEALTH, LLC - FIRST TR EXCHANGE-TRADED FD ownership

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
LAKE STREET PRIVATE WEALTH, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$11,688,707
+140.6%
195,922
+139.6%
2.10%
+146.4%
Q2 2023$4,857,160
-22.0%
81,757
-21.9%
0.85%
-26.6%
Q1 2023$6,227,067
+20.1%
104,639
+19.9%
1.16%
+8.4%
Q4 2022$5,186,259
+30.3%
87,252
+30.1%
1.07%
+17.3%
Q3 2022$3,979,000
+1454.3%
67,084
+1461.2%
0.91%
+1887.0%
Q1 2022$256,000
-5.2%
4,297
-4.8%
0.05%
-2.1%
Q4 2021$270,000
-33.5%
4,516
-33.3%
0.05%
-52.5%
Q3 2021$406,000
-73.6%
6,769
-73.6%
0.10%
-76.7%
Q1 2021$1,536,000
-4.1%
25,605
-4.1%
0.42%
-8.4%
Q4 2020$1,602,000
-35.5%
26,690
-35.5%
0.46%
-44.5%
Q3 2020$2,483,000
+9.8%
41,367
+9.7%
0.83%
-0.5%
Q2 2020$2,262,000
+38.5%
37,710
+36.3%
0.84%
+12.6%
Q1 2020$1,633,000
+48.7%
27,663
+51.7%
0.74%
+76.7%
Q4 2019$1,098,000
+11.2%
18,236
+11.0%
0.42%
-6.2%
Q3 2019$987,00016,4330.45%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2020
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 257,617$15,406,00012.12%
Long Run Wealth Advisors, LLC 539,149$32,239,00011.21%
1776 Wealth LLC 261,215$15,621,0008.40%
Summit Financial Wealth Advisors, LLC 630,559$37,707,0007.30%
Smart Portfolios, LLC 81,539$4,876,0003.71%
Shilanski & Associates, Inc. 136,385$8,156,0003.47%
Petix & Botte Co 90,431$5,408,0003.44%
ShoreHaven Wealth Partners, LLC 114,681$6,857,0003.40%
Csenge Advisory Group 594,619$35,636,0003.17%
Kinloch Capital, LLC 79,151$4,733,0002.93%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders