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 | $8,399,252 | +5.7% | 177,800 | +6.6% | 0.09% | +3.3% |
| Q2 2023 | $7,948,151 | +2.2% | 166,733 | +2.6% | 0.09% | -4.2% |
| Q1 2023 | $7,779,053 | -8.7% | 162,504 | -9.6% | 0.10% | -16.7% |
| Q4 2022 | $8,519,512 | +21.5% | 179,699 | +21.4% | 0.11% | +5.6% |
| Q3 2022 | $7,010,000 | +5.5% | 148,051 | +7.6% | 0.11% | +8.0% |
| Q2 2022 | $6,644,000 | +2.9% | 137,555 | +4.1% | 0.10% | +12.4% |
| Q1 2022 | $6,455,000 | -4.6% | 132,083 | -2.4% | 0.09% | -12.7% |
| Q4 2021 | $6,764,000 | -6.6% | 135,310 | -5.7% | 0.10% | -15.7% |
| Q3 2021 | $7,245,000 | +2.0% | 143,515 | +2.7% | 0.12% | -6.2% |
| Q2 2021 | $7,101,000 | -4.2% | 139,725 | -3.8% | 0.13% | -18.9% |
| Q1 2021 | $7,414,000 | +39.0% | 145,262 | +40.1% | 0.16% | +25.2% |
| Q4 2020 | $5,335,000 | -9.6% | 103,671 | -9.3% | 0.13% | +33.7% |
| Q3 2020 | $5,899,000 | +13.1% | 114,349 | +13.1% | 0.10% | -36.7% |
| Q2 2020 | $5,216,000 | -10.0% | 101,094 | -11.1% | 0.15% | -13.3% |
| Q1 2020 | $5,798,000 | +3.5% | 113,706 | +5.3% | 0.17% | +33.1% |
| Q4 2019 | $5,600,000 | +345.9% | 108,031 | +347.2% | 0.13% | +154.9% |
| Q3 2019 | $1,256,000 | +260.9% | 24,156 | +259.3% | 0.05% | +240.0% |
| Q2 2019 | $348,000 | – | 6,724 | – | 0.02% | – |
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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% |