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 | $8,424,388 | -9.3% | 141,777 | -9.3% | 2.73% | -7.8% |
| Q2 2023 | $9,283,269 | -43.4% | 156,258 | -43.3% | 2.96% | -47.0% |
| Q1 2023 | $16,411,702 | +8.3% | 275,781 | +8.2% | 5.59% | +2.5% |
| Q4 2022 | $15,149,952 | -5.2% | 254,878 | -5.4% | 5.45% | -13.9% |
| Q3 2022 | $15,976,000 | -38.3% | 269,327 | -38.2% | 6.33% | -36.9% |
| Q2 2022 | $25,874,000 | -3.1% | 435,740 | -2.8% | 10.02% | +7.5% |
| Q1 2022 | $26,689,000 | -17.2% | 448,449 | -16.8% | 9.32% | -16.8% |
| Q4 2021 | $32,239,000 | – | 539,149 | – | 11.21% | – |
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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% |