FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 79 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90,370 | -51.6% | 1,913 | -51.1% | 0.01% | -50.0% |
| Q2 2023 | $186,533 | +103.7% | 3,913 | +104.5% | 0.02% | +69.2% |
| Q1 2023 | $91,575 | +1.0% | 1,913 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $90,695 | -0.3% | 1,913 | 0.0% | 0.01% | -18.8% |
| Q3 2022 | $91,000 | -1.1% | 1,913 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $92,000 | -2.1% | 1,913 | 0.0% | 0.02% | -16.7% |
| Q1 2022 | $94,000 | -2.1% | 1,913 | 0.0% | 0.02% | +12.5% |
| Q4 2021 | $96,000 | -1.0% | 1,913 | 0.0% | 0.02% | -27.3% |
| Q3 2021 | $97,000 | 0.0% | 1,913 | 0.0% | 0.02% | -8.3% |
| Q2 2021 | $97,000 | -1.0% | 1,913 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $98,000 | 0.0% | 1,913 | 0.0% | 0.03% | -10.0% |
| Q4 2020 | $98,000 | -1.0% | 1,913 | 0.0% | 0.03% | -14.3% |
| Q3 2020 | $99,000 | 0.0% | 1,913 | 0.0% | 0.04% | -12.5% |
| Q2 2020 | $99,000 | +1.0% | 1,913 | 0.0% | 0.04% | -11.1% |
| Q1 2020 | $98,000 | -36.8% | 1,913 | -35.9% | 0.04% | -16.7% |
| Q4 2019 | $155,000 | +2.6% | 2,986 | +3.1% | 0.05% | +22.7% |
| Q3 2019 | $151,000 | +0.7% | 2,897 | 0.0% | 0.04% | -4.3% |
| Q2 2019 | $150,000 | +0.7% | 2,897 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $149,000 | +0.7% | 2,897 | 0.0% | 0.05% | -9.8% |
| Q4 2018 | $148,000 | +76.2% | 2,897 | +75.9% | 0.05% | +88.9% |
| Q3 2018 | $84,000 | 0.0% | 1,647 | 0.0% | 0.03% | -37.2% |
| Q2 2018 | $84,000 | -1.2% | 1,647 | 0.0% | 0.04% | -6.5% |
| Q1 2018 | $85,000 | 0.0% | 1,647 | 0.0% | 0.05% | -2.1% |
| Q4 2017 | $85,000 | -1.2% | 1,647 | 0.0% | 0.05% | -7.8% |
| Q3 2017 | $86,000 | 0.0% | 1,647 | 0.0% | 0.05% | -5.6% |
| Q2 2017 | $86,000 | 0.0% | 1,647 | 0.0% | 0.05% | +3.8% |
| Q1 2017 | $86,000 | – | 1,647 | – | 0.05% | – |
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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% |