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 | $2,079,501 | -4.7% | 34,997 | -4.7% | 1.07% | -2.8% |
| Q2 2023 | $2,181,421 | -2.3% | 36,718 | -2.2% | 1.10% | -10.0% |
| Q1 2023 | $2,233,843 | +4.0% | 37,537 | +3.9% | 1.22% | -2.1% |
| Q4 2022 | $2,148,067 | +95073.5% | 36,138 | -5.0% | 1.24% | -13.6% |
| Q3 2022 | $2,257 | +2.3% | 38,044 | +2.4% | 1.44% | +7.8% |
| Q2 2022 | $2,207 | -14.7% | 37,161 | -14.5% | 1.34% | +0.3% |
| Q1 2022 | $2,586 | -9.4% | 43,440 | -8.9% | 1.33% | -6.2% |
| Q4 2021 | $2,853 | -29.0% | 47,703 | -28.8% | 1.42% | -36.7% |
| Q3 2021 | $4,017 | +2.1% | 67,004 | +2.1% | 2.25% | -0.9% |
| Q2 2021 | $3,935 | +22.4% | 65,651 | +22.5% | 2.27% | +11.1% |
| Q1 2021 | $3,215 | +21.6% | 53,611 | +21.8% | 2.04% | +13.0% |
| Q4 2020 | $2,643 | +105.0% | 44,003 | +104.9% | 1.80% | +78.6% |
| Q3 2020 | $1,289 | +12.5% | 21,480 | +12.4% | 1.01% | +2.0% |
| Q2 2020 | $1,146 | – | 19,114 | – | 0.99% | – |
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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% |