FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,600,182 | -3.6% | 158,767 | -4.6% | 4.72% | -8.8% |
| Q4 2022 | $7,886,887 | -5.0% | 166,355 | -6.5% | 5.18% | -6.2% |
| Q3 2022 | $8,299,000 | -3.8% | 177,946 | +0.2% | 5.52% | +3.9% |
| Q2 2022 | $8,624,000 | +0.6% | 177,520 | +1.3% | 5.32% | +9.0% |
| Q1 2022 | $8,575,000 | -41.7% | 175,186 | -40.5% | 4.88% | -40.9% |
| Q4 2021 | $14,708,000 | -15.0% | 294,221 | -14.0% | 8.25% | -18.9% |
| Q3 2021 | $17,311,000 | +32.5% | 342,242 | +33.4% | 10.18% | +30.8% |
| Q2 2021 | $13,061,000 | +3.4% | 256,598 | +3.8% | 7.78% | -1.8% |
| Q1 2021 | $12,632,000 | +6.5% | 247,155 | +7.3% | 7.92% | +12.0% |
| Q4 2020 | $11,857,000 | +15.0% | 230,373 | +15.4% | 7.08% | -1.0% |
| Q3 2020 | $10,314,000 | +34.8% | 199,569 | +34.8% | 7.15% | +11.8% |
| Q2 2020 | $7,649,000 | +50.8% | 148,007 | +48.8% | 6.40% | +25.1% |
| Q1 2020 | $5,072,000 | -39.6% | 99,454 | -38.7% | 5.11% | -30.3% |
| Q4 2019 | $8,404,000 | – | 162,256 | – | 7.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stockman Wealth Management, Inc. | 1,226,578 | $62,040,000 | 13.81% |
| Quaker Wealth Management, LLC | 223,916 | $11,326,000 | 12.99% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 342,242 | $17,311,000 | 10.18% |
| TL Private Wealth | 334,747 | $16,855,000 | 9.21% |
| Vishria Bird Financial Group, LLC | 315,243 | $15,945,000 | 8.37% |
| Walkner Condon Financial Advisors LLC | 330,444 | $16,716,000 | 8.23% |
| Weitzel Financial Services, Inc. | 229,221 | $11,600,874,000 | 7.53% |
| Clear Perspective Advisors, LLC | 425,730 | $21,533,000 | 7.37% |
| Ascension Capital Advisors, Inc. | 203,218 | $10,279,000 | 6.72% |
| Petix & Botte Co | 333,817 | $16,891,000 | 5.72% |