FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 307 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,916,506 | -1.5% | 125,243 | -0.6% | 0.13% | -6.6% |
| Q2 2023 | $6,008,689 | +4.2% | 126,047 | +4.7% | 0.14% | -11.7% |
| Q1 2023 | $5,764,524 | -11.3% | 120,420 | -12.2% | 0.15% | -6.1% |
| Q4 2022 | $6,499,756 | -2.1% | 137,096 | -2.2% | 0.16% | -11.4% |
| Q3 2022 | $6,637,000 | +29.9% | 140,165 | +32.5% | 0.18% | +43.4% |
| Q2 2022 | $5,110,000 | +5.7% | 105,796 | +7.2% | 0.13% | +19.4% |
| Q1 2022 | $4,833,000 | +10.3% | 98,735 | +12.7% | 0.11% | +11.3% |
| Q4 2021 | $4,380,000 | -29.9% | 87,626 | -29.1% | 0.10% | -39.0% |
| Q3 2021 | $6,249,000 | -3.5% | 123,555 | -2.9% | 0.16% | -1.2% |
| Q2 2021 | $6,476,000 | -5.5% | 127,226 | -5.2% | 0.16% | -15.3% |
| Q1 2021 | $6,855,000 | -34.7% | 134,261 | -34.2% | 0.19% | -39.1% |
| Q4 2020 | $10,498,000 | +23.3% | 203,960 | +23.8% | 0.31% | +11.4% |
| Q3 2020 | $8,516,000 | +17.0% | 164,787 | +17.0% | 0.28% | +8.1% |
| Q2 2020 | $7,281,000 | +83.4% | 140,893 | +81.0% | 0.26% | +42.3% |
| Q1 2020 | $3,970,000 | -31.2% | 77,847 | -30.2% | 0.18% | -19.8% |
| Q4 2019 | $5,773,000 | +8.7% | 111,455 | +9.1% | 0.23% | -1.3% |
| Q3 2019 | $5,310,000 | +4.4% | 102,134 | +3.8% | 0.23% | +4.5% |
| Q2 2019 | $5,087,000 | +21.2% | 98,426 | +20.3% | 0.22% | +16.4% |
| Q1 2019 | $4,197,000 | -13.9% | 81,849 | -14.3% | 0.19% | -24.7% |
| Q4 2018 | $4,876,000 | +49.0% | 95,506 | +48.8% | 0.25% | +71.9% |
| Q3 2018 | $3,272,000 | +6.1% | 64,194 | +6.5% | 0.15% | +5.8% |
| Q2 2018 | $3,084,000 | +158.3% | 60,274 | +159.2% | 0.14% | +176.0% |
| Q1 2018 | $1,194,000 | +30.1% | 23,250 | +30.8% | 0.05% | +22.0% |
| Q4 2017 | $918,000 | +16.2% | 17,782 | +17.0% | 0.04% | +10.8% |
| Q3 2017 | $790,000 | -10.4% | 15,200 | -10.2% | 0.04% | -19.6% |
| Q2 2017 | $882,000 | +19.4% | 16,932 | +19.2% | 0.05% | +9.5% |
| Q1 2017 | $739,000 | – | 14,202 | – | 0.04% | – |
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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% |