FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,409 | -8.7% | 7,841 | -24.0% | 0.17% | -4.9% |
| Q2 2023 | $405,910 | -17.8% | 10,318 | 0.0% | 0.18% | -23.5% |
| Q1 2023 | $493,923 | +1.0% | 10,318 | 0.0% | 0.24% | -2.1% |
| Q4 2022 | $489,176 | -8.9% | 10,318 | -9.1% | 0.24% | -21.9% |
| Q3 2022 | $537,000 | -12.7% | 11,347 | -10.9% | 0.31% | -12.4% |
| Q2 2022 | $615,000 | -10.0% | 12,728 | -8.8% | 0.36% | -7.3% |
| Q1 2022 | $683,000 | -40.1% | 13,956 | -38.8% | 0.38% | -44.3% |
| Q4 2021 | $1,140,000 | -4.0% | 22,797 | -3.0% | 0.69% | -9.0% |
| Q3 2021 | $1,188,000 | -1.7% | 23,493 | -1.1% | 0.76% | -3.5% |
| Q2 2021 | $1,209,000 | -0.3% | 23,758 | 0.0% | 0.78% | -11.4% |
| Q1 2021 | $1,213,000 | -0.8% | 23,758 | 0.0% | 0.88% | -14.0% |
| Q4 2020 | $1,223,000 | +0.7% | 23,758 | +1.1% | 1.03% | -16.8% |
| Q3 2020 | $1,214,000 | +174.7% | 23,493 | +174.5% | 1.23% | +131.1% |
| Q2 2020 | $442,000 | – | 8,557 | – | 0.53% | – |
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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% |