FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 375 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,808,207 | +7.2% | 334,637 | +8.2% | 0.02% | +10.5% |
| Q2 2023 | $14,745,134 | +49.7% | 309,317 | +50.3% | 0.02% | +35.7% |
| Q1 2023 | $9,850,680 | +491.0% | 205,780 | +485.4% | 0.01% | +366.7% |
| Q4 2022 | $1,666,648 | +17.2% | 35,154 | +17.0% | 0.00% | +50.0% |
| Q3 2022 | $1,422,000 | +83.0% | 30,040 | +86.7% | 0.00% | +100.0% |
| Q2 2022 | $777,000 | -27.1% | 16,088 | -26.1% | 0.00% | -50.0% |
| Q1 2022 | $1,066,000 | +126.8% | 21,776 | +131.6% | 0.00% | +100.0% |
| Q4 2021 | $470,000 | -1.7% | 9,402 | -0.6% | 0.00% | 0.0% |
| Q3 2021 | $478,000 | +151.6% | 9,459 | +153.7% | 0.00% | – |
| Q2 2021 | $190,000 | +475.8% | 3,729 | +485.4% | 0.00% | – |
| Q1 2021 | $33,000 | -81.7% | 637 | -81.7% | 0.00% | – |
| Q4 2020 | $180,000 | +93.5% | 3,480 | +93.4% | 0.00% | – |
| Q3 2020 | $93,000 | +2225.0% | 1,799 | +2507.2% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | 0.0% | 69 | -8.0% | 0.00% | – |
| Q4 2019 | $4,000 | -90.0% | 75 | -90.3% | 0.00% | – |
| Q3 2019 | $40,000 | +3900.0% | 772 | +2988.0% | 0.00% | – |
| Q2 2019 | $1,000 | – | 25 | – | 0.00% | – |
Download | ||||||
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% |