FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $235,000 | -45.3% | 4,973 | -44.2% | 0.04% | -33.3% |
| Q2 2022 | $430,000 | -1.4% | 8,911 | 0.0% | 0.05% | +8.0% |
| Q1 2022 | $436,000 | -2.0% | 8,911 | 0.0% | 0.05% | +2.0% |
| Q4 2021 | $445,000 | -10.3% | 8,911 | -9.2% | 0.05% | -18.3% |
| Q3 2021 | $496,000 | +18.9% | 9,811 | +19.8% | 0.06% | +20.0% |
| Q2 2021 | $417,000 | +1203.1% | 8,192 | +1212.8% | 0.05% | +900.0% |
| Q1 2019 | $32,000 | 0.0% | 624 | 0.0% | 0.01% | -28.6% |
| Q4 2018 | $32,000 | -8.6% | 624 | -9.8% | 0.01% | +16.7% |
| Q3 2018 | $35,000 | 0.0% | 692 | +0.4% | 0.01% | 0.0% |
| Q2 2018 | $35,000 | – | 689 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 684,471 | $33,505,000 | 22.44% |
| Stockman Wealth Management, Inc. | 1,165,355 | $57,044,000 | 11.84% |
| TL Private Wealth | 376,304 | $18,379,000 | 9.72% |
| PFS Partners, LLC | 221,203 | $10,827,890 | 9.36% |
| WealthTrust Asset Management, LLC | 208,198 | $10,191,000 | 7.26% |
| Weitzel Financial Services, Inc. | 224,098 | $10,969,597,000 | 7.01% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 343,855 | $16,832,000 | 6.69% |
| Petix & Botte Co | 414,156 | $20,273,000 | 6.25% |
| WEST MICHIGAN ADVISORS, LLC | 417 | $8,528,000 | 5.76% |
| GW HENSSLER & ASSOCIATES LTD | 1,759,182 | $86,112,000 | 5.23% |