FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 367 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is 24.80 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,718 | -3.2% | 56,781 | -4.1% | 0.21% | +15.4% |
| Q4 2022 | $2,808 | -99.9% | 59,225 | -19.9% | 0.18% | -48.4% |
| Q3 2022 | $3,500,000 | +209.5% | 73,914 | +226.8% | 0.35% | +443.1% |
| Q4 2021 | $1,131,000 | -1.6% | 22,617 | -0.5% | 0.06% | -16.7% |
| Q3 2021 | $1,149,000 | -73.2% | 22,720 | -72.9% | 0.08% | -47.7% |
| Q1 2021 | $4,283,000 | -13.1% | 83,711 | -12.6% | 0.15% | -29.4% |
| Q4 2020 | $4,928,000 | +7.3% | 95,755 | +7.8% | 0.21% | -7.9% |
| Q3 2020 | $4,591,000 | -15.3% | 88,831 | -15.3% | 0.23% | -23.2% |
| Q2 2020 | $5,420,000 | -4.4% | 104,867 | -5.7% | 0.30% | -29.0% |
| Q1 2020 | $5,671,000 | -2.8% | 111,206 | -1.2% | 0.42% | -5.4% |
| Q4 2019 | $5,832,000 | -14.5% | 112,584 | -14.1% | 0.44% | -21.1% |
| Q3 2019 | $6,818,000 | +127.0% | 131,140 | +123.8% | 0.56% | +68.1% |
| Q1 2019 | $3,004,000 | +1141.3% | 58,589 | +1137.4% | 0.34% | +885.3% |
| Q4 2018 | $242,000 | – | 4,735 | – | 0.03% | – |
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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% |