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 | $2,611,049 | +44.2% | 55,272 | +45.5% | 0.00% | – |
| Q2 2023 | $1,810,697 | -66.9% | 37,984 | -67.1% | 0.00% | -100.0% |
| Q4 2022 | $5,465,946 | +163.7% | 115,291 | +163.4% | 0.00% | 0.0% |
| Q3 2022 | $2,073,000 | +14.1% | 43,770 | +18.0% | 0.00% | – |
| Q1 2022 | $1,817,000 | -61.1% | 37,108 | -60.3% | 0.00% | – |
| Q4 2021 | $4,670,000 | +15.5% | 93,408 | +16.9% | 0.00% | -100.0% |
| Q3 2021 | $4,043,000 | -99.0% | 79,931 | -99.0% | 0.00% | -98.3% |
| Q2 2021 | $414,340,000 | +3684.3% | 8,140,282 | +3696.2% | 0.06% | +2800.0% |
| Q1 2021 | $10,949,000 | +1574.2% | 214,434 | +1593.4% | 0.00% | – |
| Q3 2020 | $654,000 | -24.4% | 12,663 | -24.3% | 0.00% | – |
| Q2 2020 | $865,000 | -71.3% | 16,731 | -71.5% | 0.00% | -100.0% |
| Q1 2019 | $3,014,000 | +1054.8% | 58,777 | +1057.0% | 0.00% | – |
| Q1 2018 | $261,000 | -82.0% | 5,080 | -81.9% | 0.00% | -100.0% |
| Q4 2017 | $1,450,000 | -66.7% | 28,062 | -66.5% | 0.00% | -50.0% |
| Q3 2017 | $4,357,000 | +135.1% | 83,803 | +135.6% | 0.00% | +100.0% |
| Q2 2017 | $1,853,000 | -24.9% | 35,563 | -25.0% | 0.00% | 0.0% |
| Q1 2017 | $2,468,000 | +288.1% | 47,400 | +274.8% | 0.00% | – |
| Q3 2015 | $636,000 | – | 12,648 | – | 0.00% | – |
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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% |