Holistic Financial Partners - FIRST TR EXCHANGE-TRADED FD ownership

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 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$739,079
+21.0%
15,645
+22.1%
0.49%
+15.5%
Q2 2023$611,013
+7.9%
12,818
+8.3%
0.42%
-4.1%
Q1 2023$566,404
+19.8%
11,832
+18.6%
0.44%
+4.7%
Q4 2022$472,972
-2.5%
9,976
-2.6%
0.42%
-11.9%
Q3 2022$485,000
-3.4%
10,238
-1.6%
0.48%
+1.3%
Q2 2022$502,000
+37.5%
10,404
+39.4%
0.47%
+104.3%
Q1 2022$365,0007,4610.23%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2022
NameSharesValueWeighting ↓
SEARCY FINANCIAL SERVICES INC /ADV 401,655$18,974,17111.46%
TL Private Wealth 303,445$14,304,4098.20%
Weitzel Financial Services, Inc. 281,656$13,224,3247.72%
Petix & Botte Co 460,471$21,752,6606.86%
RiverTree Advisors, LLC 186,575$8,813,8036.56%
PFS Partners, LLC 149,424$7,058,7706.22%
Dominguez Wealth Management Solutions, Inc. 104,915$4,956,2064.58%
Walkner Condon Financial Advisors LLC 344,537$16,275,8004.32%
EWG Elevate Inc. 195,164$9,219,5554.17%
American Financial Advisors, LLC 546,200$25,802,5064.07%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders