FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,003,311 | +252.7% | 117,861 | +252.6% | 0.22% | +236.4% |
| Q2 2023 | $1,985,841 | +7.2% | 33,426 | +7.3% | 0.07% | -5.7% |
| Q1 2023 | $1,853,117 | -28.7% | 31,140 | -28.7% | 0.07% | -37.5% |
| Q4 2022 | $2,597,801 | -21.9% | 43,705 | -22.0% | 0.11% | -28.7% |
| Q3 2022 | $3,325,000 | -20.3% | 56,048 | -20.2% | 0.16% | -17.4% |
| Q2 2022 | $4,172,000 | -1.8% | 70,256 | -1.6% | 0.19% | +0.5% |
| Q1 2022 | $4,249,000 | – | 71,369 | – | 0.19% | – |
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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% |