FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $221,000 | -16.9% | 4,512 | -15.1% | 0.02% | -12.5% |
Q4 2021 | $266,000 | -8.3% | 5,314 | -7.3% | 0.02% | -17.2% |
Q3 2021 | $290,000 | -11.9% | 5,733 | -11.3% | 0.03% | -14.7% |
Q2 2021 | $329,000 | -0.6% | 6,462 | -0.2% | 0.03% | -5.6% |
Q1 2021 | $331,000 | +9.2% | 6,477 | +10.0% | 0.04% | +2.9% |
Q4 2020 | $303,000 | – | 5,889 | – | 0.04% | – |
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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% |