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 | $56,191,934 | -4.1% | 1,189,326 | -3.2% | 0.08% | -21.0% |
| Q2 2023 | $58,587,934 | -10.3% | 1,229,251 | -9.9% | 0.10% | -14.6% |
| Q1 2023 | $65,309,378 | -1.0% | 1,363,608 | -2.0% | 0.12% | -8.2% |
| Q4 2022 | $65,941,124 | +7.5% | 1,390,765 | +7.4% | 0.13% | -4.3% |
| Q3 2022 | $61,343,000 | -12.2% | 1,295,474 | -10.4% | 0.14% | -9.1% |
| Q2 2022 | $69,843,000 | +8.7% | 1,445,730 | +2.4% | 0.15% | +23.2% |
| Q1 2022 | $64,260,000 | -14.8% | 1,412,461 | -6.4% | 0.12% | -12.6% |
| Q4 2021 | $75,441,000 | -1.9% | 1,509,121 | -0.8% | 0.14% | -10.6% |
| Q3 2021 | $76,932,000 | +25.1% | 1,520,635 | +25.9% | 0.16% | +20.3% |
| Q2 2021 | $61,478,000 | -20.2% | 1,207,511 | -20.0% | 0.13% | -28.1% |
| Q1 2021 | $77,065,000 | +28.6% | 1,508,745 | +29.7% | 0.18% | +15.6% |
| Q4 2020 | $59,905,000 | +13.4% | 1,163,583 | +13.8% | 0.16% | +1.3% |
| Q3 2020 | $52,839,000 | +17.1% | 1,022,187 | +17.1% | 0.16% | +4.6% |
| Q2 2020 | $45,112,000 | +16.6% | 872,675 | +15.2% | 0.15% | -4.4% |
| Q1 2020 | $38,679,000 | – | 757,259 | – | 0.16% | – |
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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% |