FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 307 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,101,798 | -0.8% | 44,492 | +0.1% | 0.10% | +2.1% |
| Q2 2023 | $2,119,379 | -2.1% | 44,459 | -1.7% | 0.10% | +2.2% |
| Q1 2023 | $2,165,372 | -6.0% | 45,234 | -7.0% | 0.09% | -15.5% |
| Q4 2022 | $2,304,725 | +129.6% | 48,613 | +129.3% | 0.11% | +93.0% |
| Q3 2022 | $1,004,000 | +64.9% | 21,203 | +68.1% | 0.06% | +54.1% |
| Q2 2022 | $609,000 | -9.9% | 12,612 | -8.7% | 0.04% | -9.8% |
| Q1 2022 | $676,000 | -15.5% | 13,816 | -13.7% | 0.04% | -14.6% |
| Q4 2021 | $800,000 | -2.7% | 16,013 | -1.5% | 0.05% | -11.1% |
| Q3 2021 | $822,000 | -14.8% | 16,254 | -14.3% | 0.05% | -16.9% |
| Q2 2021 | $965,000 | -3.7% | 18,959 | -3.4% | 0.06% | -11.0% |
| Q1 2021 | $1,002,000 | -2.6% | 19,626 | -1.8% | 0.07% | -19.8% |
| Q4 2020 | $1,029,000 | +64.6% | 19,990 | +65.3% | 0.09% | +31.9% |
| Q3 2020 | $625,000 | +27.3% | 12,094 | +27.3% | 0.07% | +13.1% |
| Q2 2020 | $491,000 | +312.6% | 9,503 | +308.7% | 0.06% | +258.8% |
| Q1 2020 | $119,000 | +357.7% | 2,325 | +365.0% | 0.02% | +466.7% |
| Q4 2019 | $26,000 | -86.9% | 500 | -86.8% | 0.00% | -89.7% |
| Q3 2019 | $198,000 | -14.7% | 3,800 | -15.3% | 0.03% | -21.6% |
| Q2 2019 | $232,000 | +792.3% | 4,486 | +797.2% | 0.04% | +825.0% |
| Q1 2019 | $26,000 | 0.0% | 500 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $26,000 | +4.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $25,000 | -3.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $26,000 | 0.0% | 500 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $26,000 | 0.0% | 500 | 0.0% | 0.01% | -14.3% |
| Q4 2017 | $26,000 | – | 500 | – | 0.01% | – |
Download | ||||||
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% |