FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 247 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $235,192 | -2.0% | 3,959 | -1.8% | 0.11% | -0.9% |
| Q1 2023 | $239,906 | -88.2% | 4,031 | -88.2% | 0.11% | -81.6% |
| Q1 2022 | $2,026,000 | -0.7% | 34,042 | -0.2% | 0.60% | +10.7% |
| Q4 2021 | $2,040,000 | -17.3% | 34,117 | -17.2% | 0.54% | +0.7% |
| Q3 2021 | $2,468,000 | -8.3% | 41,182 | -8.3% | 0.54% | +5.7% |
| Q2 2021 | $2,691,000 | -1.5% | 44,899 | -1.4% | 0.51% | -3.9% |
| Q1 2021 | $2,732,000 | -11.8% | 45,548 | -11.7% | 0.53% | -3.8% |
| Q4 2020 | $3,098,000 | +13.6% | 51,602 | +13.5% | 0.55% | -1.2% |
| Q3 2020 | $2,728,000 | +12.4% | 45,448 | +12.3% | 0.56% | +5.9% |
| Q2 2020 | $2,428,000 | +8.7% | 40,478 | +7.0% | 0.53% | -4.3% |
| Q1 2020 | $2,234,000 | +1.5% | 37,841 | +3.4% | 0.55% | +25.1% |
| Q4 2019 | $2,200,000 | +29.0% | 36,607 | +29.0% | 0.44% | +16.6% |
| Q3 2019 | $1,705,000 | – | 28,387 | – | 0.38% | – |
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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% |