FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 375 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12 | 0.0% | 247 | -1.2% | 0.00% | 0.0% |
| Q2 2023 | $12 | +71.4% | 250 | +61.3% | 0.00% | +50.0% |
| Q1 2023 | $7 | -53.3% | 155 | -50.5% | 0.00% | -50.0% |
| Q4 2022 | $15 | -99.9% | 313 | -35.2% | 0.00% | -42.9% |
| Q3 2022 | $23,000 | +9.5% | 483 | +13.4% | 0.01% | +16.7% |
| Q2 2022 | $21,000 | -65.0% | 426 | -65.3% | 0.01% | -64.7% |
| Q1 2022 | $60,000 | +400.0% | 1,226 | +413.0% | 0.02% | +325.0% |
| Q4 2021 | $12,000 | -29.4% | 239 | -30.1% | 0.00% | -60.0% |
| Q3 2021 | $17,000 | 0.0% | 342 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $17,000 | -48.5% | 342 | -47.1% | 0.01% | -52.0% |
| Q1 2021 | $33,000 | -81.4% | 647 | -81.1% | 0.02% | -81.8% |
| Q4 2020 | $177,000 | -10.2% | 3,432 | -9.8% | 0.14% | -16.0% |
| Q3 2020 | $197,000 | +337.8% | 3,803 | +336.1% | 0.16% | +328.9% |
| Q2 2020 | $45,000 | -8.2% | 872 | -9.4% | 0.04% | -25.5% |
| Q1 2020 | $49,000 | – | 963 | – | 0.05% | – |
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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% |