FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 354 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,917,015 | -1.7% | 82,898 | -0.8% | 0.15% | -0.7% |
| Q2 2023 | $3,982,966 | -9.0% | 83,533 | -8.6% | 0.15% | -15.6% |
| Q1 2023 | $4,375,967 | +1.7% | 91,395 | +0.7% | 0.18% | -16.7% |
| Q4 2022 | $4,302,210 | -20.8% | 90,744 | -20.8% | 0.22% | -23.7% |
| Q3 2022 | $5,429,000 | +77.5% | 114,622 | +81.1% | 0.28% | +81.4% |
| Q2 2022 | $3,058,000 | -38.3% | 63,283 | -37.4% | 0.16% | -24.6% |
| Q1 2022 | $4,953,000 | -6.5% | 101,162 | -4.5% | 0.21% | -9.6% |
| Q4 2021 | $5,299,000 | +34.9% | 105,980 | +36.5% | 0.23% | +16.8% |
| Q3 2021 | $3,929,000 | -6.8% | 77,668 | -6.2% | 0.20% | -7.1% |
| Q2 2021 | $4,215,000 | +5.3% | 82,808 | +5.7% | 0.21% | -11.0% |
| Q1 2021 | $4,001,000 | -16.8% | 78,361 | -16.2% | 0.24% | -28.4% |
| Q4 2020 | $4,810,000 | +733.6% | 93,477 | +736.7% | 0.33% | +49.8% |
| Q3 2020 | $577,000 | -88.8% | 11,172 | -88.8% | 0.22% | -51.6% |
| Q2 2020 | $5,159,000 | +4.3% | 99,819 | +2.9% | 0.46% | -13.0% |
| Q1 2020 | $4,948,000 | +3.2% | 97,015 | +4.8% | 0.52% | +42.3% |
| Q4 2019 | $4,794,000 | +7.9% | 92,554 | +8.3% | 0.37% | -19.1% |
| Q3 2019 | $4,444,000 | +12.9% | 85,473 | +12.3% | 0.46% | +3.2% |
| Q2 2019 | $3,936,000 | +22.3% | 76,088 | +21.4% | 0.44% | -58.3% |
| Q1 2019 | $3,219,000 | +25.1% | 62,695 | +24.4% | 1.06% | +104.2% |
| Q4 2018 | $2,574,000 | +99.5% | 50,400 | +99.3% | 0.52% | +116.2% |
| Q3 2018 | $1,290,000 | -35.7% | 25,284 | -35.4% | 0.24% | -11.8% |
| Q2 2018 | $2,005,000 | -11.6% | 39,157 | -11.3% | 0.27% | -14.2% |
| Q1 2018 | $2,268,000 | +9.5% | 44,142 | +10.1% | 0.32% | 0.0% |
| Q4 2017 | $2,072,000 | +7.4% | 40,084 | +8.0% | 0.32% | +7.8% |
| Q3 2017 | $1,930,000 | +6.0% | 37,098 | +6.2% | 0.29% | +0.7% |
| Q2 2017 | $1,821,000 | +9.7% | 34,921 | +9.8% | 0.29% | -2.3% |
| Q1 2017 | $1,660,000 | +81.4% | 31,805 | +81.6% | 0.30% | +67.0% |
| Q4 2016 | $915,000 | +47.8% | 17,517 | +48.2% | 0.18% | +44.4% |
| Q3 2016 | $619,000 | +92.8% | 11,817 | +90.1% | 0.12% | +87.9% |
| Q2 2016 | $321,000 | – | 6,216 | – | 0.07% | – |
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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% |