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
| 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 ↓ |
|---|---|---|---|
| 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% |