FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 373 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,392 | -20.3% | 7,206 | +14912.5% | 0.20% | -15.6% |
| Q2 2023 | $427,309 | -47.1% | 48 | -99.7% | 0.23% | -53.0% |
| Q1 2023 | $807,626 | -32.4% | 16,871 | -33.0% | 0.49% | -42.3% |
| Q4 2022 | $1,194,091 | +9.0% | 25,186 | +8.9% | 0.85% | -10.0% |
| Q3 2022 | $1,095,000 | -2.8% | 23,123 | -0.9% | 0.95% | +3.0% |
| Q2 2022 | $1,127,000 | +56.5% | 23,328 | +58.6% | 0.92% | +139.6% |
| Q1 2022 | $720,000 | -1.6% | 14,706 | +0.5% | 0.38% | +16.0% |
| Q4 2021 | $732,000 | -13.7% | 14,639 | -12.7% | 0.33% | -12.7% |
| Q3 2021 | $848,000 | -7.1% | 16,763 | -6.5% | 0.38% | -5.0% |
| Q2 2021 | $913,000 | -31.1% | 17,937 | -31.0% | 0.40% | -42.6% |
| Q1 2021 | $1,326,000 | +9.6% | 25,977 | +10.5% | 0.70% | -6.1% |
| Q4 2020 | $1,210,000 | – | 23,511 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 354,808 | $17,737,000 | 14.08% |
| Stockman Wealth Management, Inc. | 1,200,820 | $60,029,000 | 12.25% |
| TL Private Wealth | 367,998 | $18,312,000 | 10.37% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 294,221 | $14,708,000 | 8.25% |
| PFS Partners, LLC | 215,996 | $10,797,652 | 8.01% |
| Vishria Bird Financial Group, LLC | 340,830 | $17,038,000 | 7.93% |
| Weitzel Financial Services, Inc. | 232,599 | $11,627,624,000 | 7.02% |
| WealthTrust Asset Management, LLC | 200,327 | $10,014,000 | 6.66% |
| Petix & Botte Co | 192,579 | $9,627,000 | 6.12% |
| Clear Perspective Advisors, LLC | 392,649 | $19,629,000 | 5.96% |