FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 393 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,438,641 | +0.6% | 24,138 | +0.6% | 0.54% | -2.2% |
| Q1 2024 | $1,429,856 | -7.5% | 23,983 | -7.4% | 0.56% | -18.5% |
| Q4 2023 | $1,545,768 | +9.3% | 25,910 | +8.9% | 0.68% | -22.5% |
| Q3 2023 | $1,414,705 | +8.8% | 23,801 | +8.8% | 0.88% | +31.0% |
| Q2 2023 | $1,300,036 | -8.1% | 21,882 | -8.0% | 0.67% | -10.0% |
| Q1 2023 | $1,414,848 | +139.3% | 23,775 | +138.5% | 0.75% | +94.5% |
| Q4 2022 | $591,302 | +0.1% | 9,968 | 0.0% | 0.38% | -0.3% |
| Q3 2022 | $591,000 | – | 9,968 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smart Portfolios, LLC | 372,347 | $22,329,000 | 19.19% |
| Cassia Capital Partners, LLC | 324,316 | $19,449,000 | 17.60% |
| STRATEGIC WEALTH MANAGEMENT INC | 260,331 | $15,612,000 | 9.37% |
| 1776 Wealth LLC | 244,630 | $14,670,000 | 9.24% |
| Sterling Manor Financial, LLC | 124,983 | $7,495,000 | 6.67% |
| Summit Financial Wealth Advisors, LLC | 429,316 | $25,776,000 | 6.56% |
| StoneX Group Inc. | 566,864 | $34,009,000 | 6.11% |
| Harvest Investment Services, LLC | 199,118 | $11,941,000 | 5.38% |
| Financial Enhancement Group LLC | 437,282 | $26,224,000 | 5.35% |
| Genesee Capital Advisors, LLC | 144,186 | $8,647,000 | 5.13% |