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 | $401,382 | +9.8% | 6,755 | +9.7% | 0.46% | +15.1% |
| Q2 2023 | $365,669 | -0.6% | 6,155 | -0.4% | 0.40% | -3.6% |
| Q1 2023 | $367,772 | -2.3% | 6,180 | -2.4% | 0.41% | -1.0% |
| Q4 2022 | $376,255 | -0.5% | 6,330 | -0.8% | 0.42% | -6.9% |
| Q3 2022 | $378,000 | -6.4% | 6,380 | -6.2% | 0.45% | +6.9% |
| Q2 2022 | $404,000 | -32.8% | 6,805 | -32.6% | 0.42% | -21.1% |
| Q1 2022 | $601,000 | -30.9% | 10,100 | -30.6% | 0.53% | -31.1% |
| Q4 2021 | $870,000 | -47.9% | 14,550 | -47.8% | 0.77% | -50.0% |
| Q3 2021 | $1,669,000 | -36.2% | 27,855 | -36.2% | 1.54% | -36.1% |
| Q2 2021 | $2,616,000 | +4.4% | 43,645 | +4.4% | 2.40% | -0.4% |
| Q1 2021 | $2,506,000 | – | 41,795 | – | 2.41% | – |
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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% |