FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 307 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,791,848 | -0.4% | 143,773 | +0.6% | 1.98% | -3.3% |
| Q2 2023 | $6,815,775 | +33.4% | 142,978 | +34.0% | 2.05% | +21.0% |
| Q1 2023 | $5,109,494 | +11.2% | 106,737 | +10.1% | 1.70% | +3.0% |
| Q4 2022 | $4,596,463 | -4.5% | 96,951 | -4.6% | 1.65% | -11.5% |
| Q3 2022 | $4,813,000 | +10.3% | 101,640 | +12.5% | 1.86% | +14.0% |
| Q2 2022 | $4,362,000 | -13.3% | 90,313 | -12.1% | 1.63% | -0.5% |
| Q1 2022 | $5,029,000 | -10.5% | 102,745 | -8.6% | 1.64% | -10.4% |
| Q4 2021 | $5,621,000 | +16.7% | 112,439 | +18.0% | 1.83% | +28.6% |
| Q3 2021 | $4,818,000 | +0.7% | 95,256 | +1.3% | 1.42% | +0.4% |
| Q2 2021 | $4,785,000 | +6.3% | 94,007 | +6.7% | 1.42% | -7.9% |
| Q1 2021 | $4,500,000 | +3.7% | 88,139 | +4.6% | 1.54% | -1.1% |
| Q4 2020 | $4,338,000 | +8.7% | 84,283 | +9.2% | 1.56% | -5.1% |
| Q3 2020 | $3,989,000 | +1476.7% | 77,192 | +1478.6% | 1.64% | +1087.0% |
| Q2 2020 | $253,000 | +5.0% | 4,890 | +3.3% | 0.14% | -17.4% |
| Q1 2020 | $241,000 | -89.2% | 4,732 | -89.0% | 0.17% | -84.8% |
| Q4 2019 | $2,225,000 | +11.0% | 42,960 | +11.4% | 1.10% | -7.4% |
| Q3 2019 | $2,005,000 | -1.5% | 38,565 | -2.1% | 1.19% | -5.6% |
| Q2 2019 | $2,036,000 | -2.2% | 39,404 | -2.9% | 1.26% | -8.7% |
| Q1 2019 | $2,081,000 | – | 40,571 | – | 1.38% | – |
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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% |