FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $820,094 | -5.6% | 17,449 | -4.5% | 0.68% | +7.5% |
Q2 2023 | $868,849 | -0.4% | 18,276 | +0.1% | 0.63% | -1.3% |
Q1 2023 | $872,308 | -0.5% | 18,257 | -0.0% | 0.64% | -5.2% |
Q4 2022 | $876,509 | +1.7% | 18,264 | +0.3% | 0.67% | -13.2% |
Q3 2022 | $862,000 | -2.8% | 18,213 | -0.8% | 0.77% | -4.6% |
Q2 2022 | $887,000 | +5.6% | 18,359 | +7.0% | 0.81% | +26.4% |
Q1 2022 | $840,000 | -0.7% | 17,161 | +1.0% | 0.64% | +8.8% |
Q4 2021 | $846,000 | -6.0% | 16,984 | -4.6% | 0.59% | -10.9% |
Q3 2021 | $900,000 | +18.3% | 17,804 | +19.0% | 0.66% | +25.2% |
Q2 2021 | $761,000 | -45.3% | 14,961 | -45.1% | 0.53% | +2.9% |
Q1 2021 | $1,392,000 | +124.5% | 27,242 | +126.2% | 0.51% | +7.3% |
Q4 2020 | $620,000 | – | 12,044 | – | 0.48% | – |
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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% |