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 | $1,242,294 | -3.4% | 20,907 | -3.5% | 0.63% | -0.2% |
| Q2 2023 | $1,286,642 | -11.4% | 21,657 | -11.3% | 0.63% | -15.8% |
| Q1 2023 | $1,452,461 | -41.4% | 24,407 | -41.5% | 0.75% | -42.0% |
| Q4 2022 | $2,479,064 | -10.0% | 41,707 | -10.2% | 1.29% | -17.7% |
| Q3 2022 | $2,754,000 | -7.3% | 46,433 | -7.1% | 1.56% | -2.5% |
| Q2 2022 | $2,970,000 | -24.8% | 50,008 | -24.6% | 1.60% | -16.1% |
| Q1 2022 | $3,950,000 | -24.6% | 66,346 | -24.3% | 1.91% | -23.2% |
| Q4 2021 | $5,238,000 | -7.0% | 87,586 | -6.7% | 2.49% | -18.6% |
| Q3 2021 | $5,630,000 | -4.3% | 93,915 | -4.3% | 3.06% | -0.7% |
| Q2 2021 | $5,885,000 | -0.3% | 98,179 | -0.3% | 3.08% | -7.4% |
| Q1 2021 | $5,903,000 | +2.5% | 98,428 | +2.6% | 3.33% | -6.5% |
| Q4 2020 | $5,761,000 | – | 95,959 | – | 3.56% | – |
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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% |