FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 3 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,321,539 | -31.1% | 27,975 | -30.5% | 0.76% | -38.1% |
| Q2 2023 | $1,917,716 | -14.2% | 40,229 | -13.9% | 1.23% | -28.8% |
| Q1 2023 | $2,235,385 | -6.1% | 46,697 | -7.0% | 1.73% | -25.0% |
| Q4 2022 | $2,381,167 | -35.5% | 50,225 | -35.6% | 2.30% | -42.1% |
| Q3 2022 | $3,691,000 | -13.4% | 77,960 | -11.6% | 3.97% | -5.5% |
| Q2 2022 | $4,262,000 | -7.6% | 88,230 | -6.4% | 4.20% | +13.1% |
| Q1 2022 | $4,613,000 | -11.6% | 94,229 | -9.7% | 3.72% | +8.7% |
| Q4 2021 | $5,219,000 | -49.2% | 104,406 | -48.6% | 3.42% | -49.1% |
| Q3 2021 | $10,279,000 | +1.3% | 203,218 | +2.0% | 6.72% | +5.3% |
| Q2 2021 | $10,145,000 | +1.7% | 199,303 | +2.0% | 6.38% | -5.6% |
| Q1 2021 | $9,979,000 | +4.8% | 195,437 | +5.6% | 6.76% | +1.7% |
| Q4 2020 | $9,522,000 | +12.7% | 184,996 | +13.2% | 6.65% | +1.2% |
| Q3 2020 | $8,448,000 | +1.9% | 163,472 | +1.9% | 6.57% | -9.3% |
| Q2 2020 | $8,289,000 | +1.4% | 160,383 | +0.0% | 7.24% | -15.6% |
| Q1 2020 | $8,176,000 | -2.6% | 160,321 | -1.1% | 8.58% | +49.3% |
| Q4 2019 | $8,398,000 | – | 162,114 | – | 5.75% | – |
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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% |