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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,230,634 | -3.3% | 258,904 | -2.6% | 3.29% | +1.2% |
| Q2 2023 | $12,641,946 | -0.7% | 265,922 | +0.1% | 3.25% | -5.7% |
| Q1 2023 | $12,727,891 | -2.5% | 265,663 | -2.3% | 3.45% | +2.1% |
| Q4 2022 | $13,052,945 | +62.2% | 271,936 | +58.5% | 3.38% | +67.9% |
| Q3 2022 | $8,048,000 | -11.6% | 171,524 | -8.6% | 2.01% | +9.3% |
| Q2 2022 | $9,103,000 | -9.4% | 187,650 | -8.6% | 1.84% | +11.4% |
| Q1 2022 | $10,048,000 | -12.6% | 205,266 | -11.0% | 1.65% | -9.0% |
| Q4 2021 | $11,496,000 | -29.0% | 230,748 | -27.9% | 1.81% | -29.9% |
| Q3 2021 | $16,186,000 | -0.4% | 320,010 | +0.3% | 2.59% | -2.1% |
| Q2 2021 | $16,245,000 | +11.4% | 319,151 | +11.7% | 2.64% | +3.8% |
| Q1 2021 | $14,589,000 | +15.2% | 285,724 | +16.1% | 2.55% | +7.0% |
| Q4 2020 | $12,669,000 | +2.1% | 246,155 | +2.5% | 2.38% | -11.3% |
| Q3 2020 | $12,410,000 | +121.0% | 240,145 | +121.0% | 2.68% | +87.5% |
| Q2 2020 | $5,615,000 | +37333.3% | 108,661 | +36120.3% | 1.43% | +28500.0% |
| Q1 2020 | $15,000 | – | 300 | – | 0.01% | – |
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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% |