FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 6 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,990,836 | +7.2% | 67,141 | +7.6% | 0.98% | +6.9% |
| Q2 2023 | $3,723,223 | +13.0% | 62,418 | +13.1% | 0.91% | +7.2% |
| Q1 2023 | $3,294,137 | +12.9% | 55,178 | +12.5% | 0.85% | +10.5% |
| Q4 2022 | $2,916,553 | +158.3% | 49,051 | +158.2% | 0.77% | +109.2% |
| Q3 2022 | $1,129,000 | -8.8% | 18,998 | -8.8% | 0.37% | +0.8% |
| Q2 2022 | $1,238,000 | -11.4% | 20,840 | -11.2% | 0.37% | +11.6% |
| Q1 2022 | $1,397,000 | -5.1% | 23,480 | -4.6% | 0.33% | -19.6% |
| Q4 2021 | $1,472,000 | +217.9% | 24,624 | +219.1% | 0.41% | +153.4% |
| Q3 2021 | $463,000 | – | 7,716 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 418,405 | $24,820,000 | 30.77% |
| MANCHESTER FINANCIAL INC | 1,034,843 | $61,387,000 | 17.66% |
| Kinloch Capital, LLC | 450,730 | $26,737,000 | 17.64% |
| IronBridge Private Wealth, LLC | 288,119 | $17,091,000 | 14.77% |
| Bullseye Investment Management, LLC | 198,720 | $11,788,000 | 12.85% |
| SHELTON WEALTH MANAGEMENT, LLC | 223,340 | $13,249,000 | 11.80% |
| 1776 Wealth LLC | 218,587 | $12,967,000 | 9.84% |
| Stegent Equity Advisors, Inc. | 91,659 | $5,437,000 | 8.16% |
| Towerpoint Wealth, LLC | 213,782 | $12,682,000 | 7.64% |
| Synergy Asset Management, LLC | 447,980 | $26,574,000 | 7.17% |