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 | $19,348 | -3.9% | 325,608 | -4.0% | 0.11% | -3.6% |
| Q2 2023 | $20,142 | -8.1% | 339,030 | -8.0% | 0.11% | -28.4% |
| Q1 2023 | $21,921 | +13.2% | 368,358 | +13.1% | 0.16% | +22.0% |
| Q4 2022 | $19,361 | -99.7% | 325,731 | +169.3% | 0.13% | +135.2% |
| Q3 2022 | $7,176,000 | +19.6% | 120,969 | +19.7% | 0.05% | +17.4% |
| Q2 2022 | $6,001,000 | +11.1% | 101,056 | +11.4% | 0.05% | +21.1% |
| Q1 2022 | $5,401,000 | -7.4% | 90,726 | -7.0% | 0.04% | -9.5% |
| Q4 2021 | $5,834,000 | -10.0% | 97,555 | -9.8% | 0.04% | -19.2% |
| Q3 2021 | $6,480,000 | -38.9% | 108,102 | -38.9% | 0.05% | -41.6% |
| Q2 2021 | $10,597,000 | -5.1% | 176,799 | -5.1% | 0.09% | -16.8% |
| Q1 2021 | $11,167,000 | -13.2% | 186,211 | -13.1% | 0.11% | -21.9% |
| Q4 2020 | $12,859,000 | +47.5% | 214,175 | +47.4% | 0.14% | +25.7% |
| Q3 2020 | $8,720,000 | -72.5% | 145,277 | -72.6% | 0.11% | -74.4% |
| Q2 2020 | $31,754,000 | -16.7% | 529,321 | -18.0% | 0.42% | -35.2% |
| Q1 2020 | $38,108,000 | +92.7% | 645,577 | +96.2% | 0.66% | +131.8% |
| Q4 2019 | $19,774,000 | -3.9% | 329,069 | -3.9% | 0.28% | -14.5% |
| Q3 2019 | $20,580,000 | -18.1% | 342,601 | -18.2% | 0.33% | -8.3% |
| Q2 2019 | $25,135,000 | +8.6% | 418,573 | +8.5% | 0.36% | +0.8% |
| Q1 2019 | $23,142,000 | -25.7% | 385,826 | -25.9% | 0.36% | -36.1% |
| Q4 2018 | $31,150,000 | +41.0% | 520,465 | +41.4% | 0.56% | +50.1% |
| Q3 2018 | $22,092,000 | +85.7% | 368,071 | +85.6% | 0.37% | +44.0% |
| Q2 2018 | $11,897,000 | +44.3% | 198,313 | +44.2% | 0.26% | +48.9% |
| Q1 2018 | $8,247,000 | +197.1% | 137,543 | +197.2% | 0.17% | +228.3% |
| Q4 2017 | $2,776,000 | +81.4% | 46,280 | +81.4% | 0.05% | +65.6% |
| Q3 2017 | $1,530,000 | -10.5% | 25,507 | -10.5% | 0.03% | -3.0% |
| Q2 2017 | $1,710,000 | – | 28,510 | – | 0.03% | – |
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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% |