FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. 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 ↓ |
|---|---|---|---|
| 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% |