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 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,503,480 | 0.0% | 52,694 | 0.0% | 0.43% | -0.2% |
Q2 2023 | $2,503,480 | +68.9% | 52,694 | +70.8% | 0.43% | +75.7% |
Q1 2023 | $1,482,257 | -5.0% | 30,855 | -6.2% | 0.24% | +2.1% |
Q4 2022 | $1,559,982 | +8.7% | 32,904 | +8.6% | 0.24% | +5.8% |
Q3 2022 | $1,435,000 | -20.0% | 30,312 | -18.4% | 0.22% | -20.2% |
Q2 2022 | $1,793,000 | -21.4% | 37,132 | -20.3% | 0.28% | -21.4% |
Q1 2022 | $2,280,000 | -22.1% | 46,568 | -20.4% | 0.36% | -16.9% |
Q4 2021 | $2,926,000 | -0.4% | 58,528 | +0.7% | 0.43% | -16.9% |
Q3 2021 | $2,939,000 | +625.7% | 58,105 | +642.5% | 0.52% | +344.4% |
Q4 2019 | $405,000 | – | 7,826 | – | 0.12% | – |
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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% |