FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 354 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,343,504 | -14.5% | 28,439 | -13.8% | 0.14% | -12.3% |
| Q2 2023 | $1,572,262 | +7.2% | 32,982 | +7.7% | 0.15% | 0.0% |
| Q1 2023 | $1,466,481 | +12.2% | 30,634 | +11.1% | 0.15% | +4.8% |
| Q4 2022 | $1,307,250 | -15.1% | 27,573 | -15.2% | 0.15% | -34.1% |
| Q3 2022 | $1,539,000 | -0.3% | 32,501 | +1.7% | 0.22% | +7.7% |
| Q2 2022 | $1,544,000 | +355.5% | 31,968 | +361.6% | 0.21% | +404.9% |
| Q1 2022 | $339,000 | +16.1% | 6,926 | +18.6% | 0.04% | +7.9% |
| Q4 2021 | $292,000 | +11.5% | 5,842 | +12.8% | 0.04% | -5.0% |
| Q3 2021 | $262,000 | -0.4% | 5,178 | +0.1% | 0.04% | -9.1% |
| Q2 2021 | $263,000 | +20.6% | 5,171 | +22.3% | 0.04% | -22.8% |
| Q4 2020 | $218,000 | +3.8% | 4,229 | +4.0% | 0.06% | -12.3% |
| Q3 2020 | $210,000 | – | 4,067 | – | 0.06% | – |
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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% |