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 | $328,949 | -5.1% | 5,536 | -5.1% | 0.11% | -3.4% |
| Q2 2023 | $346,717 | -2.8% | 5,836 | -2.6% | 0.12% | -16.4% |
| Q1 2023 | $356,643 | -1.8% | 5,993 | -1.9% | 0.14% | 0.0% |
| Q4 2022 | $363,297 | -37.6% | 6,112 | -37.7% | 0.14% | -51.0% |
| Q3 2022 | $581,870 | -2.0% | 9,809 | -1.9% | 0.29% | +5.5% |
| Q2 2022 | $593,681 | +1.6% | 9,998 | +1.9% | 0.27% | +11.5% |
| Q1 2022 | $584,168 | -2.6% | 9,813 | -2.1% | 0.24% | -1.2% |
| Q4 2021 | $599,555 | -2.9% | 10,026 | -2.6% | 0.25% | -13.1% |
| Q3 2021 | $617,314 | -0.5% | 10,298 | -0.5% | 0.28% | -3.4% |
| Q2 2021 | $620,559 | -1.2% | 10,353 | -1.2% | 0.29% | -17.9% |
| Q1 2021 | $628,126 | +0.1% | 10,474 | +0.2% | 0.36% | -15.6% |
| Q4 2020 | $627,658 | – | 10,454 | – | 0.42% | – |
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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% |