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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,933,764 | -3.4% | 40,566 | -3.0% | 0.19% | -6.3% |
| Q1 2023 | $2,001,284 | +4.6% | 41,807 | +3.6% | 0.21% | -0.5% |
| Q4 2022 | $1,912,407 | +0.3% | 40,338 | +0.2% | 0.21% | -9.2% |
| Q3 2022 | $1,906,000 | -43.3% | 40,248 | -42.2% | 0.23% | -40.8% |
| Q2 2022 | $3,363,000 | +4.0% | 69,630 | +5.4% | 0.38% | +11.3% |
| Q1 2022 | $3,234,000 | +5.7% | 66,061 | +7.9% | 0.35% | +8.5% |
| Q4 2021 | $3,059,000 | +4.4% | 61,201 | +5.6% | 0.32% | -3.9% |
| Q3 2021 | $2,931,000 | -17.9% | 57,956 | -17.3% | 0.33% | -21.7% |
| Q2 2021 | $3,569,000 | -14.0% | 70,118 | -13.7% | 0.42% | -20.5% |
| Q1 2021 | $4,148,000 | +3.6% | 81,240 | +4.5% | 0.53% | -5.3% |
| Q4 2020 | $4,003,000 | +3.4% | 77,768 | +3.8% | 0.56% | -8.0% |
| Q3 2020 | $3,871,000 | +12.7% | 74,901 | +12.7% | 0.61% | +4.1% |
| Q2 2020 | $3,434,000 | +34.2% | 66,451 | +32.4% | 0.59% | +12.2% |
| Q1 2020 | $2,559,000 | -19.5% | 50,175 | -18.2% | 0.52% | -7.4% |
| Q4 2019 | $3,178,000 | +11.0% | 61,355 | +11.4% | 0.57% | 0.0% |
| Q3 2019 | $2,864,000 | +5.6% | 55,090 | +5.0% | 0.57% | +5.6% |
| Q2 2019 | $2,712,000 | +32.7% | 52,473 | +31.7% | 0.54% | +28.2% |
| Q1 2019 | $2,043,000 | +32.3% | 39,841 | +31.7% | 0.42% | +15.8% |
| Q4 2018 | $1,544,000 | +1.5% | 30,245 | +1.3% | 0.36% | +10.4% |
| Q3 2018 | $1,521,000 | +5.4% | 29,848 | +5.9% | 0.33% | +1.2% |
| Q2 2018 | $1,443,000 | +6.4% | 28,194 | +6.8% | 0.32% | -12.9% |
| Q1 2018 | $1,356,000 | +1.8% | 26,399 | +2.3% | 0.37% | +17.0% |
| Q4 2017 | $1,332,000 | -7.5% | 25,796 | -6.8% | 0.32% | -11.9% |
| Q3 2017 | $1,440,000 | -30.7% | 27,692 | -30.5% | 0.36% | -39.0% |
| Q2 2017 | $2,078,000 | +1.7% | 39,871 | +1.6% | 0.59% | -2.8% |
| Q1 2017 | $2,043,000 | -3.3% | 39,252 | -3.0% | 0.61% | -13.7% |
| Q4 2016 | $2,112,000 | +25.7% | 40,472 | +26.2% | 0.70% | +21.0% |
| Q3 2016 | $1,680,000 | +237.3% | 32,058 | +232.0% | 0.58% | +368.5% |
| Q2 2016 | $498,000 | – | 9,657 | – | 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% |