FIRST TR EXCHANGE-TRADED FD's ticker is FTSM and the CUSIP is 33739Q408. A total of 284 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,700 | -19.8% | 4,724 | -19.8% | 0.16% | -17.9% |
| Q2 2023 | $350,103 | +4.1% | 5,893 | +4.3% | 0.19% | +1.6% |
| Q1 2023 | $336,351 | +40.1% | 5,652 | +39.9% | 0.19% | +41.7% |
| Q4 2022 | $240,077 | +1.3% | 4,039 | +0.8% | 0.13% | -5.0% |
| Q3 2022 | $237,000 | -9.2% | 4,007 | -9.1% | 0.14% | -4.1% |
| Q2 2022 | $261,000 | -3.7% | 4,408 | -3.3% | 0.14% | +6.6% |
| Q1 2022 | $271,000 | -22.8% | 4,560 | -22.3% | 0.14% | -7.5% |
| Q4 2021 | $351,000 | -16.2% | 5,871 | -16.0% | 0.15% | -30.0% |
| Q3 2021 | $419,000 | -2.1% | 6,990 | -2.3% | 0.21% | -4.1% |
| Q2 2021 | $428,000 | -71.3% | 7,154 | -71.3% | 0.22% | -72.8% |
| Q1 2021 | $1,493,000 | -0.6% | 24,911 | -0.5% | 0.80% | 0.0% |
| Q4 2020 | $1,502,000 | – | 25,024 | – | 0.80% | – |
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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% |