FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 389 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,893,652 | -12.6% | 48,698 | -12.7% | 1.94% | -6.5% |
| Q2 2023 | $3,312,620 | +0.0% | 55,758 | +0.2% | 2.08% | -7.5% |
| Q1 2023 | $3,311,705 | +44.0% | 55,649 | +43.8% | 2.25% | +26.3% |
| Q4 2022 | $2,300,282 | -5.7% | 38,709 | -5.8% | 1.78% | -6.2% |
| Q3 2022 | $2,440,000 | +19.3% | 41,112 | +19.3% | 1.90% | +28.3% |
| Q2 2022 | $2,046,000 | +8.4% | 34,457 | +8.7% | 1.48% | +27.7% |
| Q1 2022 | $1,887,000 | +19.4% | 31,692 | +20.0% | 1.16% | +24.3% |
| Q4 2021 | $1,580,000 | +15.0% | 26,415 | +15.2% | 0.93% | +10.7% |
| Q3 2021 | $1,374,000 | +2.0% | 22,925 | +2.0% | 0.84% | +2.3% |
| Q2 2021 | $1,347,000 | -23.0% | 22,470 | -22.9% | 0.82% | -24.2% |
| Q1 2021 | $1,749,000 | +9.9% | 29,157 | +9.9% | 1.08% | +11.4% |
| Q4 2020 | $1,592,000 | -27.0% | 26,521 | -27.0% | 0.97% | -36.1% |
| Q3 2020 | $2,180,000 | +142.5% | 36,317 | +52.8% | 1.52% | +65.1% |
| Q2 2020 | $899,000 | -29.5% | 23,764 | +11.0% | 0.92% | -30.3% |
| Q1 2020 | $1,276,000 | – | 21,411 | – | 1.32% | – |
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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% |