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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,282 | -0.9% | 5,362 | +0.0% | 0.03% | +7.4% |
| Q2 2023 | $255,511 | -45.6% | 5,360 | -45.4% | 0.03% | -41.3% |
| Q1 2023 | $470,010 | -1.4% | 9,818 | -2.3% | 0.05% | 0.0% |
| Q4 2022 | $476,611 | +0.1% | 10,053 | +0.0% | 0.05% | -19.3% |
| Q3 2022 | $476,000 | -4.6% | 10,052 | -2.6% | 0.06% | +14.0% |
| Q2 2022 | $499,000 | -99.9% | 10,321 | -0.4% | 0.05% | +19.0% |
| Q1 2022 | $507,047,000 | -3.3% | 10,358 | -1.3% | 0.04% | 0.0% |
| Q4 2021 | $524,433,000 | -2.1% | 10,491 | -0.9% | 0.04% | -10.6% |
| Q3 2021 | $535,644,000 | +156064.4% | 10,590 | +57.1% | 0.05% | +9.3% |
| Q2 2021 | $343,000 | -45.2% | 6,739 | -45.0% | 0.04% | -34.8% |
| Q1 2021 | $626,000 | +9.1% | 12,263 | +9.9% | 0.07% | -9.6% |
| Q4 2020 | $574,000 | +5.1% | 11,161 | +5.6% | 0.07% | 0.0% |
| Q3 2020 | $546,000 | -0.4% | 10,571 | -0.4% | 0.07% | -18.0% |
| Q2 2020 | $548,000 | -2.5% | 10,611 | -3.8% | 0.09% | -24.6% |
| Q1 2020 | $562,000 | +1.4% | 11,028 | +3.0% | 0.12% | +24.2% |
| Q4 2019 | $554,000 | +24.5% | 10,708 | +24.4% | 0.10% | -47.5% |
| Q2 2019 | $445,000 | +11.8% | 8,605 | +10.8% | 0.18% | +69.2% |
| Q1 2019 | $398,000 | +0.5% | 7,765 | 0.0% | 0.11% | +10.3% |
| Q4 2018 | $396,000 | +28.2% | 7,765 | +28.2% | 0.10% | +120.5% |
| Q3 2018 | $309,000 | +31.5% | 6,055 | +34.6% | 0.04% | -62.1% |
| Q4 2016 | $235,000 | – | 4,499 | – | 0.12% | – |
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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% |