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 | $3,109,856 | +100412.5% | 65,831 | +1.4% | 0.68% | +35.7% |
| Q2 2023 | $3,094 | +5.0% | 64,912 | +5.4% | 0.50% | +2.9% |
| Q1 2023 | $2,947 | +14.7% | 61,569 | +13.6% | 0.48% | +0.4% |
| Q4 2022 | $2,570 | -99.9% | 54,215 | -17.6% | 0.48% | -28.7% |
| Q3 2022 | $3,109,856 | +31.4% | 65,831 | +34.8% | 0.68% | +27.3% |
| Q2 2022 | $2,367,000 | +27.1% | 48,853 | +28.0% | 0.53% | +40.5% |
| Q1 2022 | $1,862,000 | – | 38,155 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 354,808 | $17,737,000 | 14.08% |
| Stockman Wealth Management, Inc. | 1,200,820 | $60,029,000 | 12.25% |
| TL Private Wealth | 367,998 | $18,312,000 | 10.37% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 294,221 | $14,708,000 | 8.25% |
| PFS Partners, LLC | 215,996 | $10,797,652 | 8.01% |
| Vishria Bird Financial Group, LLC | 340,830 | $17,038,000 | 7.93% |
| Weitzel Financial Services, Inc. | 232,599 | $11,627,624,000 | 7.02% |
| WealthTrust Asset Management, LLC | 200,327 | $10,014,000 | 6.66% |
| Petix & Botte Co | 192,579 | $9,627,000 | 6.12% |
| Clear Perspective Advisors, LLC | 392,649 | $19,629,000 | 5.96% |