FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 354 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $10,089,000 | -36.6% | 196,017 | -36.4% | 1.84% | -47.2% |
| Q3 2020 | $15,924,000 | -2.9% | 308,124 | -2.9% | 3.49% | -11.2% |
| Q2 2020 | $16,407,000 | -8.7% | 317,477 | -9.9% | 3.93% | -30.9% |
| Q1 2020 | $17,976,000 | +239.3% | 352,477 | +244.6% | 5.68% | +429.7% |
| Q4 2019 | $5,298,000 | -4.0% | 102,283 | -3.6% | 1.07% | -8.5% |
| Q3 2019 | $5,517,000 | -3.3% | 106,126 | -3.9% | 1.17% | -12.1% |
| Q2 2019 | $5,706,000 | +2.1% | 110,403 | +1.3% | 1.33% | +21.4% |
| Q1 2019 | $5,589,000 | -4.2% | 108,989 | -4.6% | 1.10% | -12.4% |
| Q4 2018 | $5,833,000 | +20.9% | 114,260 | +20.7% | 1.26% | +8.3% |
| Q3 2018 | $4,824,000 | +10.4% | 94,637 | +10.8% | 1.16% | -8.5% |
| Q2 2018 | $4,370,000 | +2.6% | 85,407 | +3.0% | 1.27% | +12.0% |
| Q1 2018 | $4,261,000 | -19.4% | 82,953 | -19.0% | 1.13% | -15.8% |
| Q4 2017 | $5,288,000 | – | 102,410 | – | 1.34% | – |
Download | ||||||
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% |