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 | $271,147 | 0.0% | 4,564 | 0.0% | 0.06% | +5.1% |
| Q2 2023 | $271,147 | -0.2% | 4,564 | 0.0% | 0.06% | -10.6% |
| Q1 2023 | $271,604 | +0.1% | 4,564 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $271,284 | -4.5% | 4,564 | -4.7% | 0.07% | -10.8% |
| Q3 2022 | $284,000 | 0.0% | 4,788 | +0.0% | 0.07% | +5.7% |
| Q2 2022 | $284,000 | -28.5% | 4,787 | -28.2% | 0.07% | -11.4% |
| Q1 2022 | $397,000 | -16.2% | 6,664 | -15.9% | 0.08% | -24.0% |
| Q4 2021 | $474,000 | -2.3% | 7,927 | -2.1% | 0.10% | -8.8% |
| Q3 2021 | $485,000 | +6.4% | 8,095 | +6.4% | 0.11% | +5.6% |
| Q2 2021 | $456,000 | +5.1% | 7,605 | +5.2% | 0.11% | -5.3% |
| Q1 2021 | $434,000 | – | 7,232 | – | 0.11% | – |
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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% |