FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 307 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $873,799 | +81487.2% | 18,497 | -17.6% | 0.03% | -16.1% |
| Q2 2023 | $1,071 | +4.1% | 22,457 | +4.4% | 0.03% | -6.1% |
| Q1 2023 | $1,029 | -14.5% | 21,504 | -15.3% | 0.03% | -17.5% |
| Q4 2022 | $1,203 | -99.9% | 25,375 | -2.6% | 0.04% | -13.0% |
| Q3 2022 | $1,233,000 | +12.2% | 26,052 | +14.5% | 0.05% | +17.9% |
| Q2 2022 | $1,099,000 | +24.3% | 22,743 | +25.9% | 0.04% | +44.4% |
| Q1 2022 | $884,000 | +29.8% | 18,059 | +32.5% | 0.03% | +35.0% |
| Q4 2021 | $681,000 | -28.3% | 13,632 | -27.4% | 0.02% | -37.5% |
| Q3 2021 | $950,000 | +15.3% | 18,773 | +16.0% | 0.03% | +18.5% |
| Q2 2021 | $824,000 | +27.8% | 16,189 | +28.1% | 0.03% | +22.7% |
| Q1 2021 | $645,000 | +101.6% | 12,634 | +103.5% | 0.02% | +83.3% |
| Q4 2020 | $320,000 | -21.6% | 6,208 | -21.4% | 0.01% | -33.3% |
| Q3 2020 | $408,000 | +20.4% | 7,900 | +20.5% | 0.02% | +12.5% |
| Q2 2020 | $339,000 | -4.2% | 6,558 | -5.5% | 0.02% | -23.8% |
| Q1 2020 | $354,000 | +2.3% | 6,938 | +4.0% | 0.02% | +31.2% |
| Q4 2019 | $346,000 | +29.6% | 6,674 | +30.0% | 0.02% | +14.3% |
| Q3 2019 | $267,000 | -32.7% | 5,133 | -33.2% | 0.01% | -36.4% |
| Q2 2019 | $397,000 | +10.9% | 7,688 | +10.1% | 0.02% | +4.8% |
| Q1 2019 | $358,000 | -1.9% | 6,983 | -2.3% | 0.02% | -8.7% |
| Q4 2018 | $365,000 | +0.3% | 7,145 | 0.0% | 0.02% | +15.0% |
| Q3 2018 | $364,000 | – | 7,145 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 684,471 | $33,505,000 | 22.44% |
| Stockman Wealth Management, Inc. | 1,165,355 | $57,044,000 | 11.84% |
| TL Private Wealth | 376,304 | $18,379,000 | 9.72% |
| PFS Partners, LLC | 221,203 | $10,827,890 | 9.36% |
| WealthTrust Asset Management, LLC | 208,198 | $10,191,000 | 7.26% |
| Weitzel Financial Services, Inc. | 224,098 | $10,969,597,000 | 7.01% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 343,855 | $16,832,000 | 6.69% |
| Petix & Botte Co | 414,156 | $20,273,000 | 6.25% |
| WEST MICHIGAN ADVISORS, LLC | 417 | $8,528,000 | 5.76% |
| GW HENSSLER & ASSOCIATES LTD | 1,759,182 | $86,112,000 | 5.23% |