FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $677,327 | -24.9% | 14,338 | -24.3% | 0.04% | -18.5% |
| Q2 2023 | $902,441 | -58.7% | 18,931 | -58.6% | 0.05% | -62.2% |
| Q1 2023 | $2,187,372 | +12.1% | 45,694 | +11.1% | 0.14% | -1.4% |
| Q4 2022 | $1,950,637 | -3.3% | 41,144 | -3.5% | 0.14% | -26.0% |
| Q3 2022 | $2,018,000 | -12.9% | 42,624 | -11.1% | 0.20% | -10.1% |
| Q2 2022 | $2,316,000 | -13.6% | 47,960 | -12.4% | 0.22% | +3.8% |
| Q1 2022 | $2,680,000 | -13.1% | 54,759 | -11.2% | 0.21% | -10.6% |
| Q4 2021 | $3,083,000 | -2.2% | 61,673 | -1.0% | 0.24% | -28.4% |
| Q3 2021 | $3,151,000 | -73.3% | 62,302 | -73.1% | 0.33% | -59.9% |
| Q2 2021 | $11,810,000 | -3.0% | 232,022 | -2.7% | 0.82% | -13.6% |
| Q1 2021 | $12,178,000 | -2.8% | 238,512 | -2.0% | 0.95% | -6.0% |
| Q4 2020 | $12,529,000 | +0.6% | 243,427 | +1.0% | 1.01% | +4.9% |
| Q3 2020 | $12,453,000 | +11.2% | 240,962 | +11.1% | 0.96% | +10.6% |
| Q2 2020 | $11,202,000 | -34.3% | 216,883 | -35.2% | 0.87% | -57.6% |
| Q1 2020 | $17,056,000 | -41.7% | 334,822 | -2.5% | 2.05% | +76.5% |
| Q4 2019 | $29,261,000 | +69.1% | 343,342 | +3.2% | 1.16% | -35.3% |
| Q3 2019 | $17,299,000 | +3.7% | 332,683 | +3.1% | 1.79% | +6.4% |
| Q2 2019 | $16,677,000 | +5.8% | 322,644 | +5.0% | 1.68% | -3.1% |
| Q1 2019 | $15,765,000 | +14.5% | 307,382 | +14.0% | 1.74% | +1.1% |
| Q4 2018 | $13,767,000 | +24.4% | 269,677 | +24.2% | 1.72% | +43.6% |
| Q3 2018 | $11,069,000 | +19.6% | 217,162 | +20.0% | 1.20% | +77.4% |
| Q2 2018 | $9,258,000 | +20.5% | 180,946 | +21.0% | 0.67% | +13.1% |
| Q1 2018 | $7,682,000 | +381.3% | 149,533 | +383.9% | 0.60% | +380.6% |
| Q4 2017 | $1,596,000 | – | 30,900 | – | 0.12% | – |
Download | ||||||
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% |