FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 207 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $654,318 | -1.0% | 13,851 | -0.1% | 0.06% | -1.5% |
| Q2 2023 | $660,916 | -4.9% | 13,864 | -4.5% | 0.06% | -20.7% |
| Q1 2023 | $694,757 | +22.1% | 14,513 | +21.0% | 0.08% | +20.6% |
| Q4 2022 | $568,826 | -25.9% | 11,998 | -26.0% | 0.07% | -32.0% |
| Q3 2022 | $768,000 | -39.2% | 16,224 | -38.0% | 0.10% | -34.6% |
| Q2 2022 | $1,264,000 | -2.8% | 26,172 | -1.5% | 0.15% | +7.7% |
| Q1 2022 | $1,301,000 | +5.8% | 26,577 | +8.0% | 0.14% | -2.7% |
| Q4 2021 | $1,230,000 | -22.8% | 24,614 | -21.9% | 0.15% | -27.4% |
| Q3 2021 | $1,594,000 | -12.9% | 31,518 | -12.3% | 0.20% | -12.6% |
| Q2 2021 | $1,830,000 | -2.2% | 35,946 | -2.0% | 0.23% | -12.9% |
| Q1 2021 | $1,872,000 | +3.9% | 36,661 | +4.8% | 0.26% | -1.1% |
| Q4 2020 | $1,801,000 | +9.4% | 34,991 | +9.9% | 0.27% | -13.9% |
| Q3 2020 | $1,646,000 | +7.7% | 31,852 | +7.7% | 0.31% | 0.0% |
| Q2 2020 | $1,529,000 | +1.1% | 29,582 | -0.2% | 0.31% | -16.0% |
| Q1 2020 | $1,512,000 | +9.6% | 29,649 | +11.4% | 0.37% | 0.0% |
| Q4 2019 | $1,379,000 | +13.8% | 26,617 | +14.1% | 0.37% | +9.2% |
| Q3 2019 | $1,212,000 | +18.6% | 23,318 | +18.4% | 0.34% | +8.7% |
| Q2 2019 | $1,022,000 | +28.6% | 19,695 | +27.0% | 0.31% | +5.1% |
| Q1 2019 | $795,000 | -2.9% | 15,511 | -3.4% | 0.30% | -15.4% |
| Q4 2018 | $819,000 | – | 16,051 | – | 0.35% | – |
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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% |