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 367 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is 24.80 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 Q2 2023
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 1,667,786$79,503,35933.63%
SEARCY FINANCIAL SERVICES INC /ADV 469,173$22,365,46312.99%
TL Private Wealth 292,949$13,906,2907.73%
Weitzel Financial Services, Inc. 285,367$13,603,4567.72%
Petix & Botte Co 461,714$22,009,8246.83%
RiverTree Advisors, LLC 190,112$9,062,6396.52%
PFS Partners, LLC 149,092$7,107,2105.95%
Walkner Condon Financial Advisors LLC 364,295$17,366,1164.60%
Dominguez Wealth Management Solutions, Inc. 106,896$5,095,7474.46%
American Financial Advisors, LLC 553,369$26,379,1084.13%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders