FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $265,975 | -6.6% | 5,580 | -6.2% | 0.18% | -10.4% |
| Q1 2023 | $284,883 | -3.2% | 5,951 | -4.1% | 0.20% | -7.8% |
| Q4 2022 | $294,268 | +0.8% | 6,207 | +0.6% | 0.22% | -1.4% |
| Q3 2022 | $292,000 | -1.7% | 6,172 | +0.4% | 0.22% | +6.7% |
| Q2 2022 | $297,000 | -1.0% | 6,146 | +0.4% | 0.21% | +33.3% |
| Q1 2022 | $300,000 | -1.6% | 6,120 | +0.4% | 0.16% | +6.8% |
| Q4 2021 | $305,000 | -10.8% | 6,095 | -9.9% | 0.15% | -13.6% |
| Q3 2021 | $342,000 | -2.0% | 6,767 | -1.0% | 0.17% | -18.4% |
| Q1 2021 | $349,000 | +12.2% | 6,832 | +12.9% | 0.21% | +1.5% |
| Q4 2020 | $311,000 | -11.4% | 6,054 | -10.9% | 0.20% | -29.7% |
| Q3 2020 | $351,000 | -16.2% | 6,793 | -16.3% | 0.29% | -25.6% |
| Q2 2020 | $419,000 | +30.1% | 8,112 | +28.2% | 0.39% | +26.6% |
| Q1 2020 | $322,000 | -0.9% | 6,326 | +0.5% | 0.31% | +11.2% |
| Q4 2019 | $325,000 | 0.0% | 6,292 | +0.6% | 0.28% | -8.0% |
| Q3 2019 | $325,000 | -38.6% | 6,256 | -38.9% | 0.30% | -43.5% |
| Q2 2019 | $529,000 | -9.7% | 10,245 | -10.3% | 0.53% | -24.4% |
| Q1 2019 | $586,000 | -37.3% | 11,422 | -37.6% | 0.70% | -53.9% |
| Q4 2018 | $935,000 | – | 18,317 | – | 1.53% | – |
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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% |