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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $309,000 | -19.5% | 6,406 | -15.1% | 0.19% | +20.0% |
| Q2 2021 | $384,000 | -54.6% | 7,541 | -54.4% | 0.16% | -55.8% |
| Q1 2021 | $845,000 | +15.4% | 16,551 | +16.4% | 0.35% | -8.4% |
| Q4 2020 | $732,000 | -61.4% | 14,216 | -61.2% | 0.38% | -67.7% |
| Q3 2020 | $1,894,000 | +77.5% | 36,652 | +77.4% | 1.18% | +72.6% |
| Q2 2020 | $1,067,000 | -79.9% | 20,655 | -80.2% | 0.69% | -76.8% |
| Q1 2020 | $5,321,000 | +56.8% | 104,333 | +59.3% | 2.96% | +107.6% |
| Q4 2019 | $3,393,000 | -2.9% | 65,495 | -2.6% | 1.43% | -13.7% |
| Q3 2019 | $3,495,000 | – | 67,233 | – | 1.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 354,808 | $17,737,000 | 14.08% |
| Stockman Wealth Management, Inc. | 1,200,820 | $60,029,000 | 12.25% |
| TL Private Wealth | 367,998 | $18,312,000 | 10.37% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 294,221 | $14,708,000 | 8.25% |
| PFS Partners, LLC | 215,996 | $10,797,652 | 8.01% |
| Vishria Bird Financial Group, LLC | 340,830 | $17,038,000 | 7.93% |
| Weitzel Financial Services, Inc. | 232,599 | $11,627,624,000 | 7.02% |
| WealthTrust Asset Management, LLC | 200,327 | $10,014,000 | 6.66% |
| Petix & Botte Co | 192,579 | $9,627,000 | 6.12% |
| Clear Perspective Advisors, LLC | 392,649 | $19,629,000 | 5.96% |