FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 350 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,402 | -0.9% | 1,829 | 0.0% | 0.03% | +3.3% |
| Q2 2023 | $87,188 | -66.7% | 1,829 | -66.5% | 0.03% | -68.8% |
| Q1 2023 | $261,466 | +129982.6% | 5,462 | +28.9% | 0.10% | +24.7% |
| Q4 2022 | $201 | -99.9% | 4,238 | +18.1% | 0.08% | +5.5% |
| Q3 2022 | $170,000 | -2.9% | 3,588 | -0.8% | 0.07% | +1.4% |
| Q2 2022 | $175,000 | -36.4% | 3,617 | -35.6% | 0.07% | -24.2% |
| Q1 2022 | $275,000 | +3.0% | 5,617 | +5.2% | 0.10% | +1.1% |
| Q4 2021 | $267,000 | -1.1% | 5,337 | 0.0% | 0.09% | -13.0% |
| Q3 2021 | $270,000 | +25.0% | 5,337 | +25.6% | 0.11% | +9.1% |
| Q2 2021 | $216,000 | -0.5% | 4,249 | 0.0% | 0.10% | -5.7% |
| Q1 2021 | $217,000 | -0.9% | 4,249 | 0.0% | 0.10% | -22.2% |
| Q4 2020 | $219,000 | +88.8% | 4,249 | +88.9% | 0.14% | +64.6% |
| Q3 2020 | $116,000 | +792.3% | 2,249 | +803.2% | 0.08% | +720.0% |
| Q2 2020 | $13,000 | 0.0% | 249 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $13,000 | +44.4% | 249 | +50.9% | 0.01% | +83.3% |
| Q4 2019 | $9,000 | 0.0% | 165 | 0.0% | 0.01% | +20.0% |
| Q3 2019 | $9,000 | -73.5% | 165 | -75.4% | 0.01% | -76.2% |
| Q4 2018 | $34,000 | – | 670 | – | 0.02% | – |
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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% |