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 | $16,062 | -0.9% | 340 | 0.0% | 0.02% | +8.7% |
| Q2 2023 | $16,208 | -0.4% | 340 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $16,276 | +1.0% | 340 | 0.0% | 0.02% | +9.1% |
| Q4 2022 | $16,119 | +0.7% | 340 | 0.0% | 0.02% | +22.2% |
| Q3 2022 | $16,000 | 0.0% | 340 | 0.0% | 0.02% | +5.9% |
| Q2 2022 | $16,000 | -5.9% | 340 | 0.0% | 0.02% | +6.2% |
| Q1 2022 | $17,000 | 0.0% | 340 | 0.0% | 0.02% | +23.1% |
| Q4 2021 | $17,000 | -43.3% | 340 | -43.3% | 0.01% | -45.8% |
| Q3 2021 | $30,000 | -9.1% | 600 | -7.7% | 0.02% | -7.7% |
| Q2 2010 | $33,000 | – | 650 | – | 0.03% | – |
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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% |