FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 354 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $784,793 | -0.4% | 16,613 | +0.5% | 0.06% | +3.6% |
| Q2 2023 | $787,634 | -3.6% | 16,523 | -3.2% | 0.06% | -3.4% |
| Q1 2023 | $817,159 | +2.1% | 17,070 | +1.2% | 0.06% | -6.5% |
| Q4 2022 | $800,051 | +1.9% | 16,875 | +1.7% | 0.06% | -6.1% |
| Q3 2022 | $785,000 | -1.8% | 16,588 | +0.3% | 0.07% | +3.1% |
| Q2 2022 | $799,000 | +6.1% | 16,537 | +7.5% | 0.06% | +28.0% |
| Q1 2022 | $753,000 | +10.4% | 15,383 | +12.8% | 0.05% | +13.6% |
| Q4 2021 | $682,000 | -91.3% | 13,635 | -91.4% | 0.04% | -92.1% |
| Q3 2021 | $7,819,000 | +1236.6% | 158,730 | +1281.6% | 0.56% | +1115.2% |
| Q2 2021 | $585,000 | +46.2% | 11,489 | +46.7% | 0.05% | +17.9% |
| Q1 2021 | $400,000 | +2.0% | 7,831 | +2.9% | 0.04% | -4.9% |
| Q4 2020 | $392,000 | +32.4% | 7,609 | +32.7% | 0.04% | +78.3% |
| Q3 2020 | $296,000 | -8.1% | 5,732 | -7.7% | 0.02% | -43.9% |
| Q4 2019 | $322,000 | – | 6,210 | – | 0.04% | – |
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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% |