FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 375 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $551,852 | -0.7% | 11,640 | -0.8% | 0.11% | -7.5% |
| Q3 2022 | $556,000 | 0.0% | 11,738 | +5.5% | 0.12% | +17.6% |
| Q4 2021 | $556,000 | -13.9% | 11,123 | -12.9% | 0.10% | -20.3% |
| Q3 2021 | $646,000 | +1.6% | 12,766 | +2.2% | 0.13% | -1.5% |
| Q2 2021 | $636,000 | -12.4% | 12,491 | -12.1% | 0.13% | -23.5% |
| Q1 2021 | $726,000 | -16.7% | 14,211 | -16.1% | 0.17% | -17.9% |
| Q4 2020 | $872,000 | +11.1% | 16,943 | +11.6% | 0.21% | -14.8% |
| Q3 2020 | $785,000 | +7.4% | 15,188 | +7.4% | 0.24% | -7.3% |
| Q2 2020 | $731,000 | – | 14,147 | – | 0.26% | – |
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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% |