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 | $3,944 | -4.5% | 83,481 | -3.6% | 0.08% | -11.6% |
| Q2 2023 | $4,130 | -15.8% | 86,616 | -15.4% | 0.10% | -12.0% |
| Q1 2023 | $4,904 | +0.8% | 102,434 | -0.2% | 0.11% | 0.0% |
| Q4 2022 | $4,865 | -99.9% | 102,625 | -29.0% | 0.11% | -30.3% |
| Q3 2022 | $6,845,000 | -32.8% | 144,460 | -31.5% | 0.16% | -31.7% |
| Q2 2022 | $10,180,000 | -4.7% | 210,767 | -3.4% | 0.23% | +22.0% |
| Q1 2022 | $10,677,000 | -7.7% | 218,120 | -5.7% | 0.19% | +66.1% |
| Q4 2021 | $11,563,000 | -0.7% | 231,307 | +0.4% | 0.11% | -8.9% |
| Q3 2021 | $11,649,000 | -1.5% | 230,312 | -0.8% | 0.12% | -0.8% |
| Q2 2021 | $11,823,000 | +1.5% | 232,275 | +1.8% | 0.12% | +6.0% |
| Q1 2021 | $11,652,000 | +10.9% | 228,206 | +11.8% | 0.12% | -5.6% |
| Q4 2020 | $10,503,000 | +9.4% | 204,045 | +9.8% | 0.12% | -6.8% |
| Q3 2020 | $9,602,000 | +3.2% | 185,787 | +3.2% | 0.13% | -11.9% |
| Q2 2020 | $9,305,000 | +11.5% | 180,054 | +10.1% | 0.15% | -22.2% |
| Q1 2020 | $8,343,000 | +6.8% | 163,580 | +8.5% | 0.19% | +28.5% |
| Q4 2019 | $7,813,000 | +3.0% | 150,822 | +3.4% | 0.15% | -3.8% |
| Q3 2019 | $7,582,000 | +5.5% | 145,905 | +4.9% | 0.16% | -14.7% |
| Q2 2019 | $7,185,000 | +21.6% | 139,032 | +20.6% | 0.18% | +30.5% |
| Q1 2019 | $5,910,000 | +80.7% | 115,242 | +79.8% | 0.14% | +90.5% |
| Q4 2018 | $3,271,000 | +23.1% | 64,084 | +22.9% | 0.07% | +34.5% |
| Q3 2018 | $2,657,000 | +11.6% | 52,129 | +12.0% | 0.06% | -3.5% |
| Q2 2018 | $2,381,000 | +10.1% | 46,526 | +10.5% | 0.06% | +11.8% |
| Q1 2018 | $2,162,000 | +8.9% | 42,094 | +9.5% | 0.05% | +4.1% |
| Q4 2017 | $1,985,000 | +2.6% | 38,434 | +3.3% | 0.05% | +6.5% |
| Q3 2017 | $1,935,000 | +67.8% | 37,219 | +68.2% | 0.05% | +76.9% |
| Q2 2017 | $1,153,000 | +4512.0% | 22,130 | +4510.4% | 0.03% | +2500.0% |
| Q1 2017 | $25,000 | – | 480 | – | 0.00% | – |
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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% |