FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 369 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,341 | -73.9% | 5,596 | -73.6% | 0.03% | -71.9% |
| Q2 2023 | $1,011,981 | -10.1% | 21,229 | -9.7% | 0.11% | -10.2% |
| Q1 2023 | $1,125,541 | -14.5% | 23,512 | -15.4% | 0.13% | -14.2% |
| Q4 2022 | $1,316,852 | -99.9% | 27,776 | -0.7% | 0.15% | -3.3% |
| Q3 2022 | $1,324,895,000 | -5.5% | 27,981 | -3.6% | 0.15% | +2.0% |
| Q2 2022 | $1,401,922,000 | +89479.7% | 29,025 | -9.2% | 0.15% | +7.1% |
| Q1 2022 | $1,565,000 | +1.0% | 31,979 | +3.2% | 0.14% | +23.9% |
| Q4 2021 | $1,549,000 | -2.1% | 30,987 | -1.0% | 0.11% | -6.6% |
| Q3 2021 | $1,583,000 | +7.8% | 31,295 | +8.5% | 0.12% | +11.0% |
| Q2 2021 | $1,468,000 | -24.9% | 28,841 | -24.6% | 0.11% | -28.3% |
| Q1 2021 | $1,954,000 | -6.6% | 38,268 | -5.9% | 0.15% | -33.9% |
| Q4 2020 | $2,092,000 | +3.5% | 40,654 | +4.0% | 0.23% | +4.5% |
| Q3 2020 | $2,021,000 | -6.2% | 39,103 | -6.2% | 0.22% | -6.4% |
| Q2 2020 | $2,155,000 | -12.5% | 41,706 | -11.8% | 0.24% | +7.8% |
| Q1 2020 | $2,464,000 | -1.3% | 47,272 | -1.9% | 0.22% | -0.9% |
| Q4 2019 | $2,497,000 | -8.8% | 48,200 | -8.5% | 0.22% | -7.6% |
| Q3 2019 | $2,737,000 | -4.1% | 52,652 | -4.7% | 0.24% | -0.4% |
| Q2 2019 | $2,854,000 | -24.2% | 55,232 | -24.7% | 0.24% | -20.9% |
| Q1 2019 | $3,763,000 | -54.1% | 73,379 | -54.3% | 0.30% | -52.7% |
| Q4 2018 | $8,202,000 | +9.4% | 160,673 | +9.7% | 0.64% | +35.7% |
| Q3 2018 | $7,494,000 | -1.1% | 146,512 | -1.1% | 0.47% | +3.1% |
| Q2 2018 | $7,578,000 | +7.1% | 148,101 | +7.5% | 0.46% | +26.3% |
| Q1 2018 | $7,075,000 | +1.6% | 137,734 | +2.1% | 0.36% | +1.4% |
| Q4 2017 | $6,964,000 | -2.5% | 134,855 | -1.8% | 0.36% | -9.2% |
| Q3 2017 | $7,141,000 | +3.6% | 137,350 | +3.8% | 0.39% | 0.0% |
| Q2 2017 | $6,892,000 | +5.5% | 132,259 | +5.4% | 0.39% | +3.2% |
| Q1 2017 | $6,530,000 | +1.0% | 125,461 | +1.3% | 0.38% | -6.4% |
| Q4 2016 | $6,464,000 | +22.6% | 123,878 | +23.1% | 0.41% | +20.1% |
| Q3 2016 | $5,273,000 | -7.4% | 100,613 | -8.9% | 0.34% | -12.9% |
| Q2 2016 | $5,696,000 | +40.3% | 110,413 | +38.7% | 0.39% | +32.0% |
| Q1 2016 | $4,061,000 | +18.3% | 79,623 | +17.0% | 0.29% | +13.1% |
| Q4 2015 | $3,433,000 | +525.3% | 68,081 | +68.2% | 0.26% | +364.3% |
| Q3 2015 | $549,000 | – | 40,488 | – | 0.06% | – |
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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% |