Simplicity Wealth,LLC - FIRST TR EXCHANGE-TRADED FD ownership

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 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2024$14,527,883
-10.6%
243,757
-10.6%
0.33%
-15.2%
Q1 2024$16,256,171
-4.1%
272,664
-4.1%
0.39%
-94.1%
Q4 2023$16,954,370
+3.3%
284,183
+2.9%
6.56%
-31.7%
Q3 2023$16,410,205
+7.1%
276,173
+7.1%
9.60%
+0.8%
Q2 2023$15,325,044
-2.4%
257,954
-2.2%
9.53%
-8.7%
Q1 2023$15,699,750
+5.6%
263,817
+5.5%
10.44%
-20.4%
Q4 2022$14,862,318250,03913.12%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q2 2024
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 400,000$23,996,00012.77%
Donald L. Hagan, LLC 188,117$11,285,0009.11%
Financial Enhancement Group LLC 396,887$23,809,0008.20%
Smart Portfolios, LLC 128,755$7,724,0005.06%
LexAurum Advisors, LLC 66,797$4,007,0003.56%
Peterson Wealth Advisors, LLC 71,293$4,277,0003.46%
G&S Capital LLC 74,251$4,454,0003.41%
Prism Advisors, Inc. 105,859$6,352,0003.38%
Csenge Advisory Group 151,435$9,085,0003.34%
HAYS ADVISORY LLC 82,843$4,970,0002.75%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders