FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 418,405 | $24,820,000 | 30.77% |
| MANCHESTER FINANCIAL INC | 1,034,843 | $61,387,000 | 17.66% |
| Kinloch Capital, LLC | 450,730 | $26,737,000 | 17.64% |
| IronBridge Private Wealth, LLC | 288,119 | $17,091,000 | 14.77% |
| Bullseye Investment Management, LLC | 198,720 | $11,788,000 | 12.85% |
| SHELTON WEALTH MANAGEMENT, LLC | 223,340 | $13,249,000 | 11.80% |
| 1776 Wealth LLC | 218,587 | $12,967,000 | 9.84% |
| Stegent Equity Advisors, Inc. | 91,659 | $5,437,000 | 8.16% |
| Towerpoint Wealth, LLC | 213,782 | $12,682,000 | 7.64% |
| Synergy Asset Management, LLC | 447,980 | $26,574,000 | 7.17% |