FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 369 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,262,158 | +2.2% | 26,718 | +3.1% | 0.79% | +3.4% |
| Q2 2023 | $1,234,973 | +5.3% | 25,907 | +5.8% | 0.77% | +1.1% |
| Q1 2023 | $1,172,504 | +1.2% | 24,493 | +0.2% | 0.76% | -12.6% |
| Q4 2022 | $1,159,019 | -32.2% | 24,447 | -32.3% | 0.87% | -37.8% |
| Q3 2022 | $1,710,000 | -0.5% | 36,117 | +1.6% | 1.40% | +4.2% |
| Q2 2022 | $1,718,000 | -14.6% | 35,564 | -13.4% | 1.34% | +1.1% |
| Q1 2022 | $2,011,000 | -11.3% | 41,080 | -9.5% | 1.32% | -9.1% |
| Q4 2021 | $2,268,000 | -15.5% | 45,370 | -14.5% | 1.46% | -16.7% |
| Q3 2021 | $2,683,000 | +8.2% | 53,038 | +8.9% | 1.75% | +3.4% |
| Q2 2021 | $2,480,000 | +16.3% | 48,724 | +16.7% | 1.69% | +17.7% |
| Q1 2021 | $2,132,000 | -2.8% | 41,754 | -2.0% | 1.44% | -8.3% |
| Q4 2020 | $2,193,000 | -0.0% | 42,601 | +0.4% | 1.57% | -10.0% |
| Q3 2020 | $2,194,000 | +3.8% | 42,451 | +3.8% | 1.74% | +2.9% |
| Q2 2020 | $2,113,000 | +0.3% | 40,894 | -1.0% | 1.69% | -8.7% |
| Q1 2020 | $2,107,000 | +3.8% | 41,319 | +5.8% | 1.85% | +21.4% |
| Q4 2019 | $2,030,000 | +16.3% | 39,051 | +16.3% | 1.53% | +8.4% |
| Q3 2019 | $1,745,000 | +0.6% | 33,568 | -0.0% | 1.41% | +6.4% |
| Q2 2019 | $1,735,000 | +23.8% | 33,575 | +22.3% | 1.32% | -0.4% |
| Q4 2018 | $1,401,000 | +8.8% | 27,449 | +8.6% | 1.33% | +21.9% |
| Q3 2018 | $1,288,000 | +185.6% | 25,276 | +187.0% | 1.09% | +182.4% |
| Q2 2018 | $451,000 | – | 8,806 | – | 0.39% | – |
Download | ||||||
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% |