FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 270 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,004 | -24.2% | 84,214 | -24.2% | 0.52% | -20.8% |
| Q2 2023 | $6,602 | -26.0% | 111,121 | -25.9% | 0.66% | -41.9% |
| Q1 2023 | $8,927 | -36.9% | 150,000 | -37.0% | 1.14% | -38.4% |
| Q4 2022 | $14,148 | -99.1% | 238,025 | +845.3% | 1.85% | +888.2% |
| Q3 2022 | $1,494,000 | -21.9% | 25,179 | -21.1% | 0.19% | -4.6% |
| Q2 2021 | $1,914,000 | -10.2% | 31,928 | -10.1% | 0.20% | -10.9% |
| Q1 2021 | $2,131,000 | -36.1% | 35,532 | -36.0% | 0.22% | -76.8% |
| Q4 2020 | $3,333,000 | -4.8% | 55,519 | -4.8% | 0.95% | +96.9% |
| Q3 2020 | $3,500,000 | -16.7% | 58,319 | -16.8% | 0.48% | -18.2% |
| Q2 2020 | $4,204,000 | +7.7% | 70,079 | +6.0% | 0.59% | -8.3% |
| Q1 2020 | $3,903,000 | -6.4% | 66,113 | -4.8% | 0.64% | +9.8% |
| Q4 2019 | $4,172,000 | +7.9% | 69,422 | +7.9% | 0.58% | +1.2% |
| Q3 2019 | $3,865,000 | +28.9% | 64,340 | +28.9% | 0.58% | +26.8% |
| Q2 2019 | $2,998,000 | +62.4% | 49,920 | +62.2% | 0.46% | +51.7% |
| Q1 2019 | $1,846,000 | +0.4% | 30,778 | +0.2% | 0.30% | -12.8% |
| Q4 2018 | $1,839,000 | +226.1% | 30,730 | +227.2% | 0.34% | +273.9% |
| Q3 2018 | $564,000 | -14.2% | 9,393 | -14.2% | 0.09% | -19.3% |
| Q2 2018 | $657,000 | +47.0% | 10,946 | +46.8% | 0.11% | +0.9% |
| Q1 2018 | $447,000 | – | 7,454 | – | 0.11% | – |
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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% |