FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 278 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $698,671 | -17.8% | 11,758 | -17.8% | 0.44% | -15.4% |
| Q2 2023 | $849,991 | -0.2% | 14,307 | 0.0% | 0.52% | -3.0% |
| Q1 2023 | $851,405 | -0.9% | 14,307 | -1.0% | 0.54% | -3.4% |
| Q4 2022 | $858,978 | +292.2% | 14,451 | +292.2% | 0.56% | +256.4% |
| Q3 2022 | $219,000 | -1.4% | 3,685 | -1.4% | 0.16% | +3.3% |
| Q2 2022 | $222,000 | +18.1% | 3,736 | +18.2% | 0.15% | +33.6% |
| Q1 2022 | $188,000 | +0.5% | 3,161 | +0.8% | 0.11% | +1.8% |
| Q4 2021 | $187,000 | -0.5% | 3,135 | 0.0% | 0.11% | -8.3% |
| Q3 2021 | $188,000 | 0.0% | 3,135 | 0.0% | 0.12% | +0.8% |
| Q2 2021 | $188,000 | +5.0% | 3,135 | +5.2% | 0.12% | -2.4% |
| Q1 2021 | $179,000 | -13.1% | 2,980 | -13.3% | 0.12% | -19.1% |
| Q4 2020 | $206,000 | – | 3,436 | – | 0.15% | – |
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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% |