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 | $102,776 | +0.3% | 1,725 | 0.0% | 0.11% | +8.6% |
| Q2 2023 | $102,482 | -0.2% | 1,725 | 0.0% | 0.10% | -5.4% |
| Q1 2023 | $102,655 | -47.3% | 1,725 | -47.3% | 0.11% | -43.4% |
| Q4 2022 | $194,666 | -0.2% | 3,275 | 0.0% | 0.20% | -9.3% |
| Q3 2022 | $195,000 | 0.0% | 3,275 | 0.0% | 0.22% | +9.6% |
| Q2 2022 | $195,000 | -26.1% | 3,275 | -26.0% | 0.20% | -17.9% |
| Q1 2022 | $264,000 | -0.4% | 4,425 | 0.0% | 0.24% | -1.2% |
| Q4 2021 | $265,000 | – | 4,425 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 418,405 | $24,820,000 | 30.77% |
| MANCHESTER FINANCIAL INC | 1,034,843 | $61,387,000 | 17.66% |
| Kinloch Capital, LLC | 450,730 | $26,737,000 | 17.64% |
| IronBridge Private Wealth, LLC | 288,119 | $17,091,000 | 14.77% |
| Bullseye Investment Management, LLC | 198,720 | $11,788,000 | 12.85% |
| SHELTON WEALTH MANAGEMENT, LLC | 223,340 | $13,249,000 | 11.80% |
| 1776 Wealth LLC | 218,587 | $12,967,000 | 9.84% |
| Stegent Equity Advisors, Inc. | 91,659 | $5,437,000 | 8.16% |
| Towerpoint Wealth, LLC | 213,782 | $12,682,000 | 7.64% |
| Synergy Asset Management, LLC | 447,980 | $26,574,000 | 7.17% |