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 | $259,631 | +6.5% | 5,496 | +7.4% | 0.00% | 0.0% |
| Q2 2023 | $243,879 | -21.3% | 5,116 | -21.0% | 0.00% | -33.3% |
| Q1 2023 | $309,814 | +12.1% | 6,472 | +11.0% | 0.00% | 0.0% |
| Q4 2022 | $276,495 | -3.7% | 5,832 | -3.6% | 0.00% | -25.0% |
| Q3 2022 | $287,000 | +8.3% | 6,052 | +10.5% | 0.00% | +33.3% |
| Q2 2022 | $265,000 | +18.3% | 5,479 | +19.9% | 0.00% | +50.0% |
| Q1 2022 | $224,000 | -21.1% | 4,570 | -19.5% | 0.00% | -33.3% |
| Q4 2021 | $284,000 | -52.5% | 5,680 | -51.9% | 0.00% | -50.0% |
| Q3 2021 | $598,000 | +16.1% | 11,820 | +16.9% | 0.01% | 0.0% |
| Q2 2021 | $515,000 | +7.3% | 10,110 | +7.4% | 0.01% | 0.0% |
| Q1 2021 | $480,000 | – | 9,410 | – | 0.01% | – |
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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% |