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 | $3,936,978 | +34.0% | 78,648 | +41.9% | 0.54% | +26.8% |
| Q1 2023 | $2,938,136 | +51.3% | 55,443 | +69.1% | 0.42% | +144.3% |
| Q2 2022 | $1,942,000 | -1.8% | 32,795 | -1.4% | 0.17% | -51.3% |
| Q1 2022 | $1,977,000 | +4.2% | 33,258 | +4.8% | 0.36% | +7.9% |
| Q4 2021 | $1,897,000 | -5.1% | 31,727 | -4.8% | 0.33% | -6.8% |
| Q3 2021 | $1,998,000 | -9.1% | 33,324 | -9.2% | 0.36% | -12.8% |
| Q2 2021 | $2,199,000 | -53.4% | 36,694 | -53.3% | 0.41% | -6.4% |
| Q1 2021 | $4,717,000 | +98.4% | 78,606 | +98.5% | 0.44% | +0.5% |
| Q4 2020 | $2,378,000 | -7.7% | 39,608 | -7.7% | 0.43% | -32.3% |
| Q3 2020 | $2,575,000 | -1.9% | 42,902 | -2.0% | 0.64% | +1.9% |
| Q2 2020 | $2,626,000 | +12.1% | 43,779 | +10.3% | 0.63% | -12.3% |
| Q1 2020 | $2,343,000 | – | 39,700 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 257,617 | $15,406,000 | 12.12% |
| Long Run Wealth Advisors, LLC | 539,149 | $32,239,000 | 11.21% |
| 1776 Wealth LLC | 261,215 | $15,621,000 | 8.40% |
| Summit Financial Wealth Advisors, LLC | 630,559 | $37,707,000 | 7.30% |
| Smart Portfolios, LLC | 81,539 | $4,876,000 | 3.71% |
| Shilanski & Associates, Inc. | 136,385 | $8,156,000 | 3.47% |
| Petix & Botte Co | 90,431 | $5,408,000 | 3.44% |
| ShoreHaven Wealth Partners, LLC | 114,681 | $6,857,000 | 3.40% |
| Csenge Advisory Group | 594,619 | $35,636,000 | 3.17% |
| Kinloch Capital, LLC | 79,151 | $4,733,000 | 2.93% |