FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 281 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $814,713 | -10.2% | 13,711 | -10.2% | 0.76% | -8.4% |
| Q2 2023 | $906,782 | -2.7% | 15,263 | -2.5% | 0.83% | -3.1% |
| Q1 2023 | $931,684 | -16.0% | 15,656 | -16.1% | 0.86% | -13.3% |
| Q4 2022 | $1,108,542 | -4.3% | 18,650 | -4.4% | 0.99% | -10.2% |
| Q3 2022 | $1,158,000 | +0.1% | 19,516 | +0.2% | 1.10% | +5.4% |
| Q2 2022 | $1,157,000 | +3.6% | 19,476 | +3.8% | 1.05% | +18.2% |
| Q1 2022 | $1,117,000 | -1.3% | 18,769 | -0.8% | 0.88% | +1.1% |
| Q4 2021 | $1,132,000 | – | 18,929 | – | 0.88% | – |
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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% |