FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 376 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,331,080 | -2.9% | 22,401 | -3.0% | 1.14% | +5.4% |
| Q2 2023 | $1,371,315 | -1.1% | 23,082 | -0.9% | 1.09% | +12.7% |
| Q1 2023 | $1,386,790 | -2.8% | 23,303 | -2.9% | 0.96% | -2.8% |
| Q4 2022 | $1,426,293 | -3.8% | 23,996 | -4.0% | 0.99% | -0.4% |
| Q3 2022 | $1,482,000 | -16.0% | 24,986 | -15.9% | 1.00% | -10.5% |
| Q2 2022 | $1,765,000 | -11.1% | 29,727 | -10.9% | 1.11% | -11.0% |
| Q1 2022 | $1,985,000 | -0.5% | 33,348 | -0.0% | 1.25% | -13.1% |
| Q4 2021 | $1,995,000 | -0.5% | 33,354 | -0.3% | 1.44% | -1.5% |
| Q3 2021 | $2,005,000 | -2.1% | 33,441 | -2.1% | 1.46% | -14.3% |
| Q2 2021 | $2,047,000 | -6.8% | 34,159 | -6.8% | 1.70% | -8.5% |
| Q1 2021 | $2,197,000 | +16.9% | 36,640 | +17.0% | 1.86% | +20.4% |
| Q4 2020 | $1,880,000 | +12.8% | 31,310 | +12.7% | 1.55% | +15.3% |
| Q3 2020 | $1,667,000 | – | 27,777 | – | 1.34% | – |
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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% |