Aprio Wealth Management, LLC - FIRST TR EXCHANGE-TRADED FD ownership

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FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 270 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
Aprio Wealth Management, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$1,276,045
-0.6%
21,475
-0.6%
0.35%
-0.3%
Q2 2023$1,283,553
+0.7%
21,605
+0.8%
0.35%
-10.4%
Q1 2023$1,275,002
-14.5%
21,425
-14.6%
0.39%
-25.0%
Q4 2022$1,490,458
+59.2%
25,075
+58.9%
0.52%
+39.4%
Q3 2022$936,000
-10.8%
15,785
-10.6%
0.38%
-10.0%
Q2 2022$1,049,000
-25.7%
17,665
-25.5%
0.42%
-22.3%
Q1 2022$1,412,000
-12.7%
23,715
-12.4%
0.54%
-20.4%
Q4 2021$1,618,000
+125.3%
27,058
+125.9%
0.68%
+106.7%
Q3 2021$718,000
-4.0%
11,980
-4.0%
0.33%
-7.6%
Q2 2021$748,000
-60.7%
12,478
-60.6%
0.35%
-71.8%
Q4 2020$1,904,000
-64.5%
31,710
-64.6%
1.26%
-67.0%
Q3 2020$5,370,000
+47.2%
89,478
+47.2%
3.81%
+8.2%
Q2 2020$3,647,000
+235.2%
60,798
+229.8%
3.52%
+155.3%
Q1 2020$1,088,000
+2.6%
18,433
+4.5%
1.38%
+76.6%
Q4 2019$1,060,000–17,633–0.78%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q1 2021
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 418,405$24,820,00030.77%
MANCHESTER FINANCIAL INC 1,034,843$61,387,00017.66%
Kinloch Capital, LLC 450,730$26,737,00017.64%
IronBridge Private Wealth, LLC 288,119$17,091,00014.77%
Bullseye Investment Management, LLC 198,720$11,788,00012.85%
SHELTON WEALTH MANAGEMENT, LLC 223,340$13,249,00011.80%
1776 Wealth LLC 218,587$12,967,0009.84%
Stegent Equity Advisors, Inc. 91,659$5,437,0008.16%
Towerpoint Wealth, LLC 213,782$12,682,0007.64%
Synergy Asset Management, LLC 447,980$26,574,0007.17%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders