FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 389 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528,511 | -11.6% | 8,895 | -11.6% | 0.32% | -11.5% |
| Q2 2023 | $597,843 | +8.0% | 10,063 | +8.2% | 0.36% | +2.0% |
| Q1 2023 | $553,443 | -0.5% | 9,300 | -0.6% | 0.35% | -4.4% |
| Q4 2022 | $556,002 | -1.2% | 9,354 | -1.4% | 0.36% | -8.5% |
| Q3 2022 | $563,000 | -12.4% | 9,489 | -12.3% | 0.40% | -5.5% |
| Q2 2022 | $643,000 | +0.2% | 10,824 | +0.9% | 0.42% | +19.9% |
| Q4 2021 | $642,000 | -0.9% | 10,732 | -1.4% | 0.35% | -5.9% |
| Q1 2021 | $648,000 | – | 10,881 | – | 0.37% | – |
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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% |