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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $205,162 | -7.9% | 3,440 | -8.2% | 0.24% | -12.0% |
| Q4 2022 | $222,722 | +0.2% | 3,747 | 0.0% | 0.27% | -7.6% |
| Q3 2022 | $222,272 | -12.2% | 3,747 | -12.1% | 0.29% | -9.4% |
| Q2 2022 | $253,078 | -73.1% | 4,262 | -73.0% | 0.32% | -64.8% |
| Q1 2022 | $940,342 | +111.1% | 15,796 | +112.1% | 0.91% | +117.5% |
| Q4 2021 | $445,390 | – | 7,448 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lubar & Co., Inc | 777,255 | $46,682,000 | 49.00% |
| Harvest Investment Services, LLC | 717,861 | $43,136,000 | 21.64% |
| Smart Portfolios, LLC | 253,650 | $15,242,000 | 13.51% |
| PLANNING ALTERNATIVES LTD /ADV | 1,172,113 | $70,409,000 | 12.88% |
| Milestone Advisory Partners | 367,018 | $22,047,000 | 12.42% |
| Financial Enhancement Group LLC | 469,301 | $28,191,000 | 7.61% |
| Gladstone Institutional Advisory LLC | 458,440 | $27,539,000 | 7.00% |
| Summit Financial Wealth Advisors, LLC | 462,055 | $27,779,000 | 6.82% |
| G&S Capital LLC | 190,888 | $11,467,000 | 6.68% |
| Csenge Advisory Group | 390,378 | $23,450,000 | 6.43% |