FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 373 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,472 | -0.9% | 5,916 | 0.0% | 0.15% | +6.9% |
| Q2 2023 | $282,016 | -0.4% | 5,916 | 0.0% | 0.14% | -8.9% |
| Q1 2023 | $283,199 | +1.0% | 5,916 | 0.0% | 0.16% | -9.2% |
| Q4 2022 | $280,478 | +0.2% | 5,916 | 0.0% | 0.17% | -7.4% |
| Q3 2022 | $280,000 | -57.7% | 5,916 | -56.8% | 0.19% | -55.3% |
| Q2 2022 | $662,000 | -1.0% | 13,708 | +0.3% | 0.42% | +23.8% |
| Q1 2022 | $669,000 | -1.9% | 13,671 | +0.3% | 0.34% | +15.6% |
| Q4 2021 | $682,000 | -33.0% | 13,635 | -32.3% | 0.29% | -34.5% |
| Q3 2021 | $1,018,000 | -11.9% | 20,127 | -11.4% | 0.45% | -16.1% |
| Q2 2021 | $1,156,000 | +50.7% | 22,706 | +51.1% | 0.54% | +43.8% |
| Q1 2021 | $767,000 | – | 15,030 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stockman Wealth Management, Inc. | 1,226,578 | $62,040,000 | 13.81% |
| Quaker Wealth Management, LLC | 223,916 | $11,326,000 | 12.99% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 342,242 | $17,311,000 | 10.18% |
| TL Private Wealth | 334,747 | $16,855,000 | 9.21% |
| Vishria Bird Financial Group, LLC | 315,243 | $15,945,000 | 8.37% |
| Walkner Condon Financial Advisors LLC | 330,444 | $16,716,000 | 8.23% |
| Weitzel Financial Services, Inc. | 229,221 | $11,600,874,000 | 7.53% |
| Clear Perspective Advisors, LLC | 425,730 | $21,533,000 | 7.37% |
| Ascension Capital Advisors, Inc. | 203,218 | $10,279,000 | 6.72% |
| Petix & Botte Co | 333,817 | $16,891,000 | 5.72% |