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 | $356,137 | -1.9% | 7,539 | -1.0% | 0.01% | 0.0% |
| Q2 2023 | $362,853 | -0.3% | 7,612 | +0.1% | 0.01% | -11.1% |
| Q1 2023 | $364,116 | +1.3% | 7,606 | +0.3% | 0.01% | -10.0% |
| Q4 2022 | $359,606 | -7.1% | 7,585 | -7.2% | 0.01% | -28.6% |
| Q3 2022 | $387,000 | -7.4% | 8,170 | -5.7% | 0.01% | -22.2% |
| Q2 2022 | $418,000 | -0.2% | 8,664 | +1.2% | 0.02% | +12.5% |
| Q1 2022 | $419,000 | -20.3% | 8,560 | -18.6% | 0.02% | -15.8% |
| Q4 2021 | $526,000 | +39.5% | 10,520 | +41.3% | 0.02% | +26.7% |
| Q3 2021 | $377,000 | +36.6% | 7,445 | +37.3% | 0.02% | +36.4% |
| Q2 2021 | $276,000 | -84.5% | 5,422 | -84.4% | 0.01% | -86.7% |
| Q1 2021 | $1,780,000 | -5.5% | 34,868 | -4.7% | 0.08% | -15.3% |
| Q4 2020 | $1,883,000 | +29.5% | 36,581 | +30.0% | 0.10% | -2.0% |
| Q3 2020 | $1,454,000 | +26.8% | 28,135 | +26.8% | 0.10% | +20.5% |
| Q2 2020 | $1,147,000 | +362.5% | 22,194 | +363.2% | 0.08% | +336.8% |
| Q2 2019 | $248,000 | -16.5% | 4,791 | -17.2% | 0.02% | -55.8% |
| Q1 2019 | $297,000 | -80.7% | 5,787 | -80.8% | 0.04% | -83.5% |
| Q4 2018 | $1,540,000 | – | 30,161 | – | 0.26% | – |
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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% |