FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 3 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,543,571 | -15.7% | 32,675 | -14.9% | 0.57% | -18.9% |
| Q2 2023 | $1,831,141 | -8.9% | 38,413 | -8.5% | 0.70% | -23.4% |
| Q1 2023 | $2,009,895 | -2.0% | 41,987 | -2.9% | 0.91% | -28.1% |
| Q4 2022 | $2,050,284 | -24.5% | 43,246 | -24.6% | 1.27% | -37.0% |
| Q3 2022 | $2,715,000 | -11.9% | 57,349 | -10.1% | 2.01% | -18.0% |
| Q2 2022 | $3,082,000 | -50.8% | 63,808 | -50.1% | 2.46% | -43.9% |
| Q1 2022 | $6,264,000 | +125.7% | 127,982 | +130.5% | 4.38% | +106.4% |
| Q4 2021 | $2,775,000 | -31.7% | 55,514 | -31.0% | 2.12% | -34.5% |
| Q3 2021 | $4,061,000 | -8.9% | 80,488 | -8.1% | 3.24% | +1.3% |
| Q2 2021 | $4,458,000 | -10.7% | 87,577 | -10.4% | 3.20% | -18.5% |
| Q1 2021 | $4,991,000 | +10.6% | 97,754 | +11.5% | 3.92% | -8.5% |
| Q4 2020 | $4,513,000 | +486.1% | 87,673 | +480.5% | 4.29% | +735.7% |
| Q3 2018 | $770,000 | +43.9% | 15,104 | +44.5% | 0.51% | +32.9% |
| Q2 2018 | $535,000 | +31.4% | 10,456 | +32.0% | 0.39% | +24.5% |
| Q1 2018 | $407,000 | -13.6% | 7,921 | -13.2% | 0.31% | -11.9% |
| Q4 2017 | $471,000 | – | 9,129 | – | 0.35% | – |
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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% |