FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 364 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,090 | -75.8% | 7,051 | -75.6% | 0.05% | -73.9% |
| Q2 2023 | $1,377,301 | -4.2% | 28,892 | -3.8% | 0.18% | -10.2% |
| Q1 2023 | $1,437,749 | +1.7% | 30,034 | +0.7% | 0.20% | -5.3% |
| Q4 2022 | $1,413,354 | -0.6% | 29,811 | -0.8% | 0.21% | -1.0% |
| Q3 2022 | $1,422,000 | -4.0% | 30,038 | -2.0% | 0.21% | +7.2% |
| Q2 2022 | $1,481,000 | +6.2% | 30,660 | +7.6% | 0.20% | +36.4% |
| Q1 2022 | $1,394,000 | -1.1% | 28,490 | +1.1% | 0.14% | +5.1% |
| Q4 2021 | $1,409,000 | +35.5% | 28,183 | +37.1% | 0.14% | +20.4% |
| Q3 2021 | $1,040,000 | -20.5% | 20,553 | -20.0% | 0.11% | -24.2% |
| Q2 2021 | $1,308,000 | +1.1% | 25,695 | +1.4% | 0.15% | -11.3% |
| Q1 2021 | $1,294,000 | -40.9% | 25,340 | -40.5% | 0.17% | -46.7% |
| Q4 2020 | $2,191,000 | +10.7% | 42,561 | +11.1% | 0.32% | -10.5% |
| Q3 2020 | $1,980,000 | +0.9% | 38,322 | +0.9% | 0.35% | -7.9% |
| Q2 2020 | $1,962,000 | +2.4% | 37,966 | +1.1% | 0.38% | -13.8% |
| Q1 2020 | $1,916,000 | -3.1% | 37,560 | -1.6% | 0.44% | +25.5% |
| Q4 2019 | $1,977,000 | +464.9% | 38,161 | +466.9% | 0.35% | +390.3% |
| Q3 2019 | $350,000 | -1.1% | 6,732 | -1.6% | 0.07% | -11.1% |
| Q2 2019 | $354,000 | – | 6,843 | – | 0.08% | – |
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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% |