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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,879,761 | +50.0% | 65,305 | +50.3% | 3.07% | +24.1% |
| Q1 2023 | $2,586,499 | +127.3% | 43,463 | +126.6% | 2.48% | +133.4% |
| Q3 2022 | $1,138,000 | -53.1% | 19,178 | -53.0% | 1.06% | -66.1% |
| Q2 2022 | $2,424,000 | +130.2% | 40,814 | +132.4% | 3.13% | +283.9% |
| Q3 2021 | $1,053,000 | -0.8% | 17,559 | -0.8% | 0.82% | -1.4% |
| Q2 2021 | $1,061,000 | -73.2% | 17,697 | -73.2% | 0.83% | -75.4% |
| Q1 2021 | $3,959,000 | -45.0% | 66,022 | -44.9% | 3.36% | -42.5% |
| Q4 2020 | $7,195,000 | +1.8% | 119,834 | +1.7% | 5.84% | -6.7% |
| Q3 2020 | $7,071,000 | +98.8% | 117,813 | +98.7% | 6.26% | +77.2% |
| Q2 2020 | $3,556,000 | +34.9% | 59,278 | +32.7% | 3.53% | +10.1% |
| Q1 2020 | $2,637,000 | -7.3% | 44,669 | -5.6% | 3.21% | +24.2% |
| Q4 2019 | $2,845,000 | – | 47,319 | – | 2.58% | – |
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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% |