BerganKDV Wealth Management, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 350 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
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$498,0009,6570.12%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q1 2021
NameSharesValueWeighting ↓
Stockman Wealth Management, Inc. 1,226,578$62,040,00013.81%
Quaker Wealth Management, LLC 223,916$11,326,00012.99%
HARVEST GROUP WEALTH MANAGEMENT, LLC 342,242$17,311,00010.18%
TL Private Wealth 334,747$16,855,0009.21%
Vishria Bird Financial Group, LLC 315,243$15,945,0008.37%
Walkner Condon Financial Advisors LLC 330,444$16,716,0008.23%
Weitzel Financial Services, Inc. 229,221$11,600,874,0007.53%
Clear Perspective Advisors, LLC 425,730$21,533,0007.37%
Ascension Capital Advisors, Inc. 203,218$10,279,0006.72%
Petix & Botte Co 333,817$16,891,0005.72%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders