FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 282 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,197,250 | -5.6% | 46,513 | -4.7% | 0.00% | – |
| Q2 2023 | $2,327,602 | +10.4% | 48,827 | +10.9% | 0.00% | – |
| Q1 2023 | $2,108,521 | -42.9% | 44,047 | -43.5% | 0.00% | -100.0% |
| Q4 2022 | $3,693,278 | -14.7% | 77,901 | -14.8% | 0.00% | 0.0% |
| Q3 2022 | $4,331,000 | +209.4% | 91,463 | +215.5% | 0.00% | – |
| Q2 2022 | $1,400,000 | +39.7% | 28,993 | +41.6% | 0.00% | – |
| Q1 2022 | $1,002,000 | +133.0% | 20,469 | +137.7% | 0.00% | – |
| Q4 2021 | $430,000 | -76.1% | 8,610 | -75.8% | 0.00% | – |
| Q3 2021 | $1,799,000 | -6.2% | 35,576 | -5.6% | 0.00% | – |
| Q2 2021 | $1,918,000 | +5.1% | 37,682 | +5.4% | 0.00% | – |
| Q1 2021 | $1,825,000 | -9.3% | 35,750 | -8.5% | 0.00% | – |
| Q4 2020 | $2,012,000 | +3.3% | 39,087 | +3.8% | 0.00% | – |
| Q3 2020 | $1,947,000 | -0.6% | 37,672 | -0.6% | 0.00% | -100.0% |
| Q2 2020 | $1,958,000 | -20.4% | 37,882 | -21.4% | 0.00% | 0.0% |
| Q1 2020 | $2,459,000 | -18.2% | 48,208 | -17.0% | 0.00% | 0.0% |
| Q4 2019 | $3,007,000 | +3.4% | 58,050 | +3.8% | 0.00% | 0.0% |
| Q3 2019 | $2,907,000 | +60.4% | 55,909 | +59.5% | 0.00% | – |
| Q2 2019 | $1,812,000 | +331.4% | 35,059 | +328.1% | 0.00% | – |
| Q1 2019 | $420,000 | +4.2% | 8,190 | +3.9% | 0.00% | – |
| Q4 2018 | $403,000 | +49.8% | 7,885 | +49.5% | 0.00% | – |
| Q3 2018 | $269,000 | -89.9% | 5,273 | -89.8% | 0.00% | -100.0% |
| Q4 2017 | $2,663,000 | +185.7% | 51,568 | +187.9% | 0.00% | – |
| Q1 2017 | $932,000 | – | 17,913 | – | 0.00% | – |
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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% |