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 | $5,721,886 | +0.9% | 96,296 | +0.9% | 1.31% | +3.3% |
| Q2 2023 | $5,668,201 | +10.2% | 95,408 | +10.4% | 1.27% | +4.8% |
| Q1 2023 | $5,144,703 | +23.3% | 86,451 | +23.2% | 1.21% | -17.2% |
| Q4 2022 | $4,171,128 | +21.7% | 70,174 | +21.5% | 1.46% | +8.4% |
| Q3 2022 | $3,427,000 | +115.5% | 57,773 | +115.8% | 1.35% | +149.7% |
| Q2 2022 | $1,590,000 | -7.8% | 26,766 | -7.6% | 0.54% | +4.3% |
| Q1 2022 | $1,725,000 | +13.4% | 28,975 | +13.9% | 0.52% | +15.1% |
| Q4 2021 | $1,521,000 | +15.3% | 25,428 | +15.4% | 0.45% | +14.0% |
| Q3 2021 | $1,319,000 | -34.3% | 22,039 | -34.2% | 0.39% | -37.5% |
| Q2 2021 | $2,009,000 | +6.1% | 33,514 | +6.2% | 0.63% | +5.2% |
| Q1 2021 | $1,893,000 | +19.9% | 31,567 | +20.1% | 0.60% | +0.3% |
| Q4 2020 | $1,579,000 | – | 26,293 | – | 0.60% | – |
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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% |