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 | $1,242,294 | -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 ↓ |
|---|---|---|---|
| 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% |