FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 233 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $229,538 | -1.0% | 3,864 | -0.8% | 0.16% | -31.8% |
| Q1 2023 | $231,912 | -2.2% | 3,897 | -2.4% | 0.23% | -5.7% |
| Q4 2022 | $237,205 | -26.6% | 3,991 | -26.6% | 0.25% | -31.4% |
| Q3 2022 | $323,000 | -0.6% | 5,440 | -0.7% | 0.36% | -0.3% |
| Q2 2022 | $325,000 | -3.8% | 5,476 | -3.5% | 0.36% | -7.0% |
| Q1 2022 | $338,000 | -2.6% | 5,676 | -2.3% | 0.39% | -2.3% |
| Q4 2021 | $347,000 | -30.7% | 5,808 | -30.6% | 0.40% | -7.7% |
| Q3 2021 | $501,000 | -3.7% | 8,363 | -3.6% | 0.43% | -4.2% |
| Q2 2021 | $520,000 | +2.6% | 8,675 | +2.6% | 0.45% | -0.7% |
| Q1 2021 | $507,000 | -2.9% | 8,452 | -2.8% | 0.45% | -8.3% |
| Q4 2020 | $522,000 | +8.8% | 8,698 | +8.7% | 0.49% | +9.8% |
| Q3 2020 | $480,000 | +12.4% | 8,002 | +12.5% | 0.45% | +4.4% |
| Q2 2020 | $427,000 | +11.2% | 7,111 | +9.4% | 0.43% | +13.2% |
| Q1 2020 | $384,000 | +0.3% | 6,502 | +2.1% | 0.38% | +6.4% |
| Q4 2019 | $383,000 | – | 6,370 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lubar & Co., Inc | 225,611 | $13,318,000 | 38.52% |
| Wealth Enhancement & Preservation of GA, LLC | 635,187 | $37,487,000 | 35.59% |
| Milestone Advisory Partners | 431,933 | $25,497,000 | 17.70% |
| Smart Portfolios, LLC | 192,215 | $11,346,000 | 16.29% |
| Harvest Investment Services, LLC | 174,520 | $10,301,000 | 13.71% |
| Ascension Capital Advisors, Inc. | 178,262 | $10,523,000 | 11.05% |
| 1776 Wealth LLC | 377,119 | $22,418,000 | 9.48% |
| DFPG INVESTMENTS, LLC | 209,561 | $12,458,000 | 9.29% |
| Gladstone Institutional Advisory LLC | 522,950 | $30,870,000 | 7.96% |
| Genesee Capital Advisors, LLC | 140,765 | $8,309,000 | 7.95% |