FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 264 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,112,903 | +34.8% | 616,277 | +36.1% | 1.98% | +36.9% |
| Q2 2023 | $21,592,035 | +3.2% | 452,948 | +3.6% | 1.45% | -4.1% |
| Q1 2023 | $20,920,985 | +14.3% | 437,037 | +13.2% | 1.51% | +6.5% |
| Q4 2022 | $18,298,759 | +29.2% | 385,968 | +29.1% | 1.42% | +20.7% |
| Q3 2022 | $14,161,000 | +1.6% | 299,066 | +3.7% | 1.18% | +0.7% |
| Q2 2022 | $13,934,000 | -0.8% | 288,481 | +0.5% | 1.17% | +4.9% |
| Q1 2022 | $14,052,000 | -11.4% | 287,065 | -7.9% | 1.11% | -21.2% |
| Q4 2021 | $15,862,000 | -2.0% | 311,563 | -2.6% | 1.41% | +3.5% |
| Q3 2021 | $16,186,000 | +2.0% | 319,826 | +2.7% | 1.36% | -3.3% |
| Q2 2021 | $15,862,000 | +1.4% | 311,563 | +1.7% | 1.41% | -12.1% |
| Q1 2021 | $15,643,000 | +2.1% | 306,253 | +2.9% | 1.60% | -12.4% |
| Q4 2020 | $15,321,000 | +17.3% | 297,676 | +17.9% | 1.83% | +2.2% |
| Q3 2020 | $13,058,000 | +21.1% | 252,432 | +21.0% | 1.79% | +15.6% |
| Q2 2020 | $10,785,000 | +120.4% | 208,695 | +117.5% | 1.55% | +20.5% |
| Q1 2020 | $4,893,000 | +5.7% | 95,938 | +7.4% | 1.29% | +9.4% |
| Q4 2019 | $4,629,000 | +0.5% | 89,361 | +0.9% | 1.18% | -6.8% |
| Q3 2019 | $4,605,000 | – | 88,560 | – | 1.26% | – |
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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% |