FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 373 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,363,112 | -3.3% | 304,046 | -2.5% | 1.76% | -0.8% |
| Q2 2023 | $14,858,925 | +12.0% | 311,704 | +12.4% | 1.78% | +8.0% |
| Q1 2023 | $13,271,105 | +4.3% | 277,232 | +3.3% | 1.64% | -1.3% |
| Q4 2022 | $12,724,163 | -3.4% | 268,386 | -3.5% | 1.66% | -8.9% |
| Q3 2022 | $13,173,000 | +4.2% | 278,203 | +6.3% | 1.83% | +6.7% |
| Q2 2022 | $12,647,000 | -7.3% | 261,835 | -6.0% | 1.71% | +5.2% |
| Q1 2022 | $13,641,000 | -5.8% | 278,676 | -3.8% | 1.63% | -0.3% |
| Q4 2021 | $14,477,000 | -4.2% | 289,601 | -3.0% | 1.63% | -11.5% |
| Q3 2021 | $15,106,000 | +0.6% | 298,654 | +1.2% | 1.85% | -1.4% |
| Q2 2021 | $15,021,000 | +13.5% | 295,105 | +13.8% | 1.87% | +6.8% |
| Q1 2021 | $13,237,000 | -4.8% | 259,247 | -4.1% | 1.75% | -8.6% |
| Q4 2020 | $13,907,000 | -7.6% | 270,199 | -7.2% | 1.92% | -15.4% |
| Q3 2020 | $15,052,000 | -2.9% | 291,248 | -2.9% | 2.27% | -10.8% |
| Q2 2020 | $15,505,000 | -6.5% | 300,021 | -7.8% | 2.54% | -16.5% |
| Q1 2020 | $16,589,000 | -5.8% | 325,269 | -4.4% | 3.04% | +5.9% |
| Q4 2019 | $17,619,000 | -34.4% | 340,138 | -34.2% | 2.88% | -40.2% |
| Q3 2019 | $26,872,000 | -6.7% | 516,874 | -7.2% | 4.81% | -17.7% |
| Q2 2019 | $28,797,000 | +8.6% | 557,208 | +7.7% | 5.84% | +4.6% |
| Q1 2019 | $26,519,000 | +43.9% | 517,132 | +43.3% | 5.59% | +23.0% |
| Q4 2018 | $18,428,000 | +548.2% | 360,986 | +547.2% | 4.54% | +519.6% |
| Q3 2018 | $2,843,000 | – | 55,776 | – | 0.73% | – |
Download | ||||||
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% |