FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 264 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,731 | -0.0% | 4,778 | +0.9% | 0.02% | +4.2% |
| Q2 2023 | $225,811 | -18.8% | 4,737 | -18.5% | 0.02% | -25.0% |
| Q1 2023 | $278,222 | +1.8% | 5,812 | +0.8% | 0.03% | -3.0% |
| Q4 2022 | $273,270 | -34.6% | 5,764 | -34.7% | 0.03% | -38.9% |
| Q3 2022 | $418,000 | +91.7% | 8,827 | +95.2% | 0.05% | +107.7% |
| Q2 2022 | $218,000 | -71.7% | 4,522 | -71.4% | 0.03% | -71.4% |
| Q1 2022 | $770,000 | -38.2% | 15,816 | -36.5% | 0.09% | -22.9% |
| Q4 2021 | $1,246,000 | +269.7% | 24,922 | +277.3% | 0.12% | +195.0% |
| Q1 2021 | $337,000 | -25.6% | 6,605 | -24.9% | 0.04% | -37.5% |
| Q4 2020 | $453,000 | +2.5% | 8,798 | +2.9% | 0.06% | -22.0% |
| Q3 2020 | $442,000 | -59.7% | 8,553 | -59.7% | 0.08% | -66.1% |
| Q2 2020 | $1,097,000 | +80.4% | 21,219 | +77.9% | 0.24% | +12.6% |
| Q1 2020 | $608,000 | +13.2% | 11,927 | +15.0% | 0.22% | +85.3% |
| Q4 2019 | $537,000 | -17.3% | 10,373 | -17.4% | 0.12% | -23.2% |
| Q2 2019 | $649,000 | +12.5% | 12,555 | +11.6% | 0.15% | +18.0% |
| Q1 2019 | $577,000 | +19.2% | 11,253 | +18.6% | 0.13% | +5.8% |
| Q4 2018 | $484,000 | -0.8% | 9,485 | -0.9% | 0.12% | +17.5% |
| Q3 2018 | $488,000 | – | 9,568 | – | 0.10% | – |
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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% |