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 | $1,150,564 | +5.1% | 19,363 | +5.1% | 0.13% | +3.9% |
| Q2 2023 | $1,095,063 | -6.7% | 18,432 | -6.6% | 0.13% | -16.2% |
| Q1 2023 | $1,174,140 | +133.3% | 19,730 | +133.0% | 0.15% | +108.1% |
| Q4 2022 | $503,210 | +2.9% | 8,466 | +2.7% | 0.07% | -7.5% |
| Q3 2022 | $489,000 | +4.3% | 8,245 | +4.4% | 0.08% | +3.9% |
| Q2 2022 | $469,000 | +1240.0% | 7,901 | +1259.9% | 0.08% | +1440.0% |
| Q1 2022 | $35,000 | -40.7% | 581 | -40.8% | 0.01% | -44.4% |
| Q4 2021 | $59,000 | +9.3% | 981 | +8.0% | 0.01% | 0.0% |
| Q3 2021 | $54,000 | +54.3% | 908 | +57.1% | 0.01% | +50.0% |
| Q2 2021 | $35,000 | +45.8% | 578 | +43.4% | 0.01% | +20.0% |
| Q1 2021 | $24,000 | -27.3% | 403 | -25.8% | 0.01% | -28.6% |
| Q4 2020 | $33,000 | -50.0% | 543 | -50.4% | 0.01% | -56.2% |
| Q3 2020 | $66,000 | +1.5% | 1,095 | +0.9% | 0.02% | -20.0% |
| Q2 2020 | $65,000 | +116.7% | 1,085 | +117.0% | 0.02% | +33.3% |
| Q1 2020 | $30,000 | +15.4% | 500 | +13.6% | 0.02% | +25.0% |
| Q4 2019 | $26,000 | +100.0% | 440 | +100.0% | 0.01% | +71.4% |
| Q3 2019 | $13,000 | +116.7% | 220 | +115.7% | 0.01% | +133.3% |
| Q3 2018 | $6,000 | 0.0% | 102 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $6,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | – | 102 | – | 0.00% | – |
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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% |