ASSETMARK, INC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$3,202,778
+180.0%
67,798
+182.5%
0.01%
+225.0%
Q2 2023$1,143,889
+48.6%
23,996
+57.7%
0.00%
+33.3%
Q3 2021$770,000
-5.8%
15,217
-5.2%
0.00%
-25.0%
Q2 2021$817,000
-0.4%
16,051
-0.1%
0.00%0.0%
Q1 2021$820,000
+0.4%
16,060
+1.1%
0.00%
-20.0%
Q4 2020$817,000
+2.1%
15,881
+2.5%
0.01%0.0%
Q3 2020$800,000
+39900.0%
15,489
+38622.5%
0.01%
Q2 2020$2,0000.0%40
-14.9%
0.00%
Q1 2020$2,000
-80.0%
47
-76.0%
0.00%
Q3 2019$10,0001960.00%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Stockman Wealth Management, Inc. 1,226,578$62,040,00013.81%
Quaker Wealth Management, LLC 223,916$11,326,00012.99%
HARVEST GROUP WEALTH MANAGEMENT, LLC 342,242$17,311,00010.18%
TL Private Wealth 334,747$16,855,0009.21%
Vishria Bird Financial Group, LLC 315,243$15,945,0008.37%
Walkner Condon Financial Advisors LLC 330,444$16,716,0008.23%
Weitzel Financial Services, Inc. 229,221$11,600,874,0007.53%
Clear Perspective Advisors, LLC 425,730$21,533,0007.37%
Ascension Capital Advisors, Inc. 203,218$10,279,0006.72%
Petix & Botte Co 333,817$16,891,0005.72%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders