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 | $3,858,794 | +39.4% | 64,941 | +39.4% | 3.49% | +49.6% |
| Q2 2023 | $2,767,199 | -85.5% | 46,578 | -85.5% | 2.34% | -87.4% |
| Q1 2023 | $19,132,630 | -33.9% | 321,503 | -34.0% | 18.56% | -42.2% |
| Q4 2022 | $28,943,285 | +16.6% | 486,933 | +16.4% | 32.14% | +4.4% |
| Q3 2022 | $24,820,000 | +1786.0% | 418,405 | +1788.2% | 30.77% | +1810.2% |
| Q2 2022 | $1,316,000 | +341.6% | 22,159 | +343.2% | 1.61% | +576.9% |
| Q1 2022 | $298,000 | -9.7% | 5,000 | -9.3% | 0.24% | -7.8% |
| Q4 2021 | $330,000 | -15.4% | 5,512 | -15.4% | 0.26% | -20.6% |
| Q3 2021 | $390,000 | -3.0% | 6,512 | -3.0% | 0.32% | +1.2% |
| Q2 2021 | $402,000 | -94.6% | 6,713 | -94.6% | 0.32% | -95.2% |
| Q1 2021 | $7,495,000 | -14.7% | 124,983 | -14.6% | 6.67% | -18.1% |
| Q4 2020 | $8,782,000 | – | 146,267 | – | 8.14% | – |
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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% |