FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,441 | -6.2% | 11,843 | -5.4% | 0.08% | -4.9% |
| Q2 2023 | $596,503 | +1.0% | 12,513 | +1.5% | 0.08% | 0.0% |
| Q1 2023 | $590,345 | -5.3% | 12,332 | -6.2% | 0.08% | -11.0% |
| Q4 2022 | $623,160 | -47.5% | 13,144 | -47.5% | 0.09% | -51.3% |
| Q3 2022 | $1,187,000 | -10.0% | 25,059 | -8.3% | 0.19% | -6.0% |
| Q2 2022 | $1,319,000 | -2.2% | 27,313 | -0.8% | 0.20% | +8.7% |
| Q1 2022 | $1,348,000 | +6.4% | 27,540 | +8.6% | 0.18% | +8.3% |
| Q4 2021 | $1,267,000 | +5.4% | 25,350 | +6.7% | 0.17% | -5.6% |
| Q3 2021 | $1,202,000 | -7.0% | 23,763 | -6.5% | 0.18% | -8.7% |
| Q2 2021 | $1,293,000 | -15.0% | 25,408 | -14.8% | 0.20% | -23.7% |
| Q1 2021 | $1,522,000 | -6.2% | 29,812 | -5.4% | 0.26% | -18.7% |
| Q4 2020 | $1,622,000 | -13.9% | 31,507 | -13.6% | 0.32% | -30.7% |
| Q3 2020 | $1,884,000 | +47.8% | 36,465 | +47.8% | 0.46% | +8.1% |
| Q2 2020 | $1,275,000 | -1.8% | 24,676 | -2.1% | 0.42% | -8.1% |
| Q1 2020 | $1,299,000 | +18.8% | 25,207 | +20.1% | 0.46% | +41.7% |
| Q4 2019 | $1,093,000 | +97.3% | 20,996 | +97.1% | 0.32% | +65.3% |
| Q3 2019 | $554,000 | +72.6% | 10,651 | +71.5% | 0.20% | +59.3% |
| Q2 2019 | $321,000 | +8.8% | 6,211 | +8.0% | 0.12% | +2.5% |
| Q1 2019 | $295,000 | – | 5,751 | – | 0.12% | – |
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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% |