FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,974 | -3.4% | 6,350 | -2.5% | 0.19% | +9.0% |
| Q2 2023 | $310,542 | -1.2% | 6,514 | -0.8% | 0.18% | -27.2% |
| Q1 2023 | $314,410 | -2.6% | 6,568 | -3.6% | 0.24% | -29.6% |
| Q4 2022 | $322,925 | -1.8% | 6,811 | -2.0% | 0.34% | -14.4% |
| Q3 2022 | $329,000 | -1.8% | 6,952 | -0.0% | 0.40% | +56.8% |
| Q2 2022 | $335,000 | -4.8% | 6,954 | -3.6% | 0.26% | +21.8% |
| Q1 2022 | $352,000 | -5.6% | 7,211 | -3.5% | 0.21% | +34.4% |
| Q4 2021 | $373,000 | -28.1% | 7,476 | -27.2% | 0.16% | -25.9% |
| Q3 2021 | $519,000 | -26.8% | 10,270 | -26.3% | 0.21% | -28.9% |
| Q2 2021 | $709,000 | +0.1% | 13,939 | +0.5% | 0.30% | -6.6% |
| Q1 2021 | $708,000 | +1.1% | 13,867 | +1.9% | 0.32% | -11.4% |
| Q4 2020 | $700,000 | +40.8% | 13,612 | +41.5% | 0.36% | +26.3% |
| Q3 2020 | $497,000 | +148.5% | 9,618 | +148.0% | 0.28% | +141.5% |
| Q2 2020 | $200,000 | -44.9% | 3,879 | -44.7% | 0.12% | -38.9% |
| Q4 2019 | $363,000 | +4.9% | 7,010 | +5.1% | 0.19% | +10.9% |
| Q3 2019 | $346,000 | +8.8% | 6,667 | +8.0% | 0.17% | -3.9% |
| Q2 2019 | $318,000 | -16.8% | 6,172 | -17.4% | 0.18% | -18.5% |
| Q1 2019 | $382,000 | +14.4% | 7,468 | +13.9% | 0.22% | -27.9% |
| Q4 2018 | $334,000 | – | 6,559 | – | 0.31% | – |
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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% |