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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $885,706 | -1.8% | 14,903 | -1.9% | 0.16% | +0.6% |
| Q2 2023 | $902,188 | +22.3% | 15,188 | +22.5% | 0.16% | +16.1% |
| Q1 2023 | $737,401 | +56.4% | 12,394 | +56.3% | 0.14% | -28.6% |
| Q4 2022 | $471,442 | +45.5% | 7,930 | +45.1% | 0.19% | +30.6% |
| Q3 2022 | $324,000 | -42.5% | 5,467 | -42.2% | 0.15% | -33.2% |
| Q2 2022 | $563,000 | -40.5% | 9,454 | -40.4% | 0.22% | -26.4% |
| Q1 2022 | $947,000 | +65.0% | 15,860 | +65.2% | 0.30% | +67.0% |
| Q4 2021 | $574,000 | -45.7% | 9,598 | -45.6% | 0.18% | -52.1% |
| Q3 2021 | $1,057,000 | +355.6% | 17,645 | +356.3% | 0.37% | +340.0% |
| Q2 2021 | $232,000 | -44.2% | 3,867 | -44.2% | 0.08% | -48.2% |
| Q1 2021 | $416,000 | -33.1% | 6,928 | -33.1% | 0.16% | -38.3% |
| Q4 2020 | $622,000 | +181.4% | 10,361 | +177.2% | 0.27% | +35.7% |
| Q1 2020 | $221,000 | -12.6% | 3,738 | -11.0% | 0.20% | -2.0% |
| Q4 2019 | $253,000 | – | 4,202 | – | 0.20% | – |
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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% |