FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 401,655 | $18,974,171 | 11.46% |
| TL Private Wealth | 303,445 | $14,304,409 | 8.20% |
| Weitzel Financial Services, Inc. | 281,656 | $13,224,324 | 7.72% |
| Petix & Botte Co | 460,471 | $21,752,660 | 6.86% |
| RiverTree Advisors, LLC | 186,575 | $8,813,803 | 6.56% |
| PFS Partners, LLC | 149,424 | $7,058,770 | 6.22% |
| Dominguez Wealth Management Solutions, Inc. | 104,915 | $4,956,206 | 4.58% |
| Walkner Condon Financial Advisors LLC | 344,537 | $16,275,800 | 4.32% |
| EWG Elevate Inc. | 195,164 | $9,219,555 | 4.17% |
| American Financial Advisors, LLC | 546,200 | $25,802,506 | 4.07% |