FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 389 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,596 | +8.1% | 3,864 | +8.1% | 0.07% | +13.8% |
| Q2 2023 | $212,444 | +0.8% | 3,576 | +1.0% | 0.06% | -1.7% |
| Q1 2023 | $210,690 | -1.7% | 3,540 | -1.8% | 0.06% | -7.8% |
| Q4 2022 | $214,312 | -10.3% | 3,606 | -10.0% | 0.06% | +3.2% |
| Q4 2021 | $239,000 | -0.4% | 4,005 | +0.0% | 0.06% | -7.5% |
| Q3 2021 | $240,000 | 0.0% | 4,004 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $240,000 | 0.0% | 4,004 | +0.0% | 0.07% | -2.9% |
| Q1 2021 | $240,000 | +4.3% | 4,003 | +4.5% | 0.07% | -16.9% |
| Q4 2020 | $230,000 | – | 3,832 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prostatis Group LLC | 466,641 | $27,709,143 | 43.19% |
| Kinloch Capital, LLC | 348,190 | $20,676,000 | 13.32% |
| SHELTON WEALTH MANAGEMENT, LLC | 222,493 | $13,212,000 | 11.23% |
| Long Run Wealth Advisors, LLC | 435,740 | $25,874,000 | 10.02% |
| IronBridge Private Wealth, LLC | 224,606 | $13,337,000 | 10.00% |
| 1776 Wealth LLC | 225,840 | $13,410,000 | 9.41% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 159,676 | $9,482,000 | 7.80% |
| Synergy Asset Management, LLC | 489,663 | $29,076,000 | 7.71% |
| Financial Enhancement Group LLC | 511,609 | $30,379,000 | 6.56% |
| EdgeRock Capital LLC | 142,795 | $8,479,000 | 5.80% |