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 ↓ |
|---|---|---|---|
| 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% |