FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |