FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 264 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,736,000 | -20.9% | 77,342 | -19.9% | 0.00% | -98.9% |
| Q1 2022 | $4,724,000 | -12.9% | 96,500 | -11.1% | 0.36% | -3.2% |
| Q4 2021 | $5,426,000 | -40.1% | 108,549 | -39.4% | 0.38% | -46.0% |
| Q3 2021 | $9,061,000 | +52.6% | 179,134 | +53.6% | 0.70% | +5.9% |
| Q2 2021 | $5,937,000 | -21.1% | 116,639 | -20.8% | 0.66% | -25.3% |
| Q1 2021 | $7,522,000 | +14.5% | 147,317 | +15.5% | 0.88% | +3.7% |
| Q4 2020 | $6,567,000 | +22.8% | 127,591 | +23.3% | 0.85% | +34.4% |
| Q3 2020 | $5,347,000 | +401.1% | 103,456 | +401.0% | 0.63% | +439.3% |
| Q2 2020 | $1,067,000 | +16.4% | 20,650 | +14.8% | 0.12% | +21.9% |
| Q1 2020 | $917,000 | +11.7% | 17,987 | +13.5% | 0.10% | -22.0% |
| Q4 2019 | $821,000 | +33.3% | 15,842 | +33.7% | 0.12% | +15.0% |
| Q3 2019 | $616,000 | +20.3% | 11,852 | +19.6% | 0.11% | +35.4% |
| Q2 2019 | $512,000 | – | 9,912 | – | 0.08% | – |
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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% |