FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 281 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,128 | -13.5% | 8,400 | -13.5% | 0.95% | -11.5% |
| Q2 2023 | $576,752 | -1.8% | 9,708 | -1.6% | 1.07% | -7.4% |
| Q1 2023 | $587,185 | +7.4% | 9,867 | +7.3% | 1.16% | +49.6% |
| Q4 2022 | $546,551 | +6.3% | 9,195 | +6.1% | 0.77% | +19.0% |
| Q3 2022 | $514,000 | -6.4% | 8,669 | -6.2% | 0.65% | +0.6% |
| Q2 2022 | $549,000 | -12.9% | 9,243 | -12.7% | 0.64% | +1.9% |
| Q1 2022 | $630,000 | -10.1% | 10,586 | -9.7% | 0.63% | -9.7% |
| Q4 2021 | $701,000 | -21.5% | 11,722 | -21.3% | 0.70% | -26.7% |
| Q3 2021 | $893,000 | -0.7% | 14,891 | -0.8% | 0.96% | +1.1% |
| Q2 2021 | $899,000 | -12.3% | 15,005 | -12.2% | 0.95% | -15.7% |
| Q1 2021 | $1,025,000 | -1.3% | 17,089 | -1.1% | 1.12% | +11.3% |
| Q4 2020 | $1,038,000 | – | 17,283 | – | 1.01% | – |
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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% |