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 2024. The put-call ratio across all filers is 13.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $495,205 | -0.6% | 10,306 | -0.2% | 0.24% | -5.8% |
| Q1 2024 | $498,408 | -2.1% | 10,330 | -1.9% | 0.26% | -13.9% |
| Q4 2023 | $509,017 | -0.9% | 10,534 | -3.1% | 0.30% | -11.7% |
| Q3 2023 | $513,422 | -13.5% | 10,868 | -12.7% | 0.34% | -15.6% |
| Q2 2023 | $593,651 | -1.2% | 12,453 | -0.8% | 0.40% | -8.6% |
| Q1 2023 | $600,922 | +0.3% | 12,553 | -0.6% | 0.44% | -3.5% |
| Q4 2022 | $599,000 | -12.3% | 12,629 | -12.5% | 0.46% | -18.0% |
| Q3 2022 | $683,000 | -11.1% | 14,431 | -9.2% | 0.56% | -7.6% |
| Q2 2022 | $768,000 | +46.0% | 15,892 | +47.8% | 0.61% | +67.4% |
| Q1 2022 | $526,000 | +15.9% | 10,749 | +18.2% | 0.36% | +25.7% |
| Q4 2021 | $454,000 | +58.2% | 9,091 | +60.3% | 0.29% | +43.3% |
| Q3 2021 | $287,000 | +1.4% | 5,673 | +3.5% | 0.20% | -19.0% |
| Q3 2020 | $283,000 | +0.4% | 5,483 | +0.3% | 0.25% | -5.3% |
| Q2 2020 | $282,000 | +31.2% | 5,464 | +32.1% | 0.26% | +41.6% |
| Q3 2019 | $215,000 | -42.8% | 4,135 | -44.1% | 0.18% | -50.1% |
| Q3 2018 | $376,000 | -0.8% | 7,400 | 0.0% | 0.37% | +14.9% |
| Q2 2018 | $379,000 | 0.0% | 7,400 | 0.0% | 0.32% | -1.5% |
| Q1 2018 | $379,000 | +22.3% | 7,400 | +23.3% | 0.33% | +15.9% |
| Q4 2017 | $310,000 | – | 6,000 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 354,808 | $17,737,000 | 14.08% |
| Stockman Wealth Management, Inc. | 1,200,820 | $60,029,000 | 12.25% |
| TL Private Wealth | 367,998 | $18,312,000 | 10.37% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 294,221 | $14,708,000 | 8.25% |
| PFS Partners, LLC | 215,996 | $10,797,652 | 8.01% |
| Vishria Bird Financial Group, LLC | 340,830 | $17,038,000 | 7.93% |
| Weitzel Financial Services, Inc. | 232,599 | $11,627,624,000 | 7.02% |
| WealthTrust Asset Management, LLC | 200,327 | $10,014,000 | 6.66% |
| Petix & Botte Co | 192,579 | $9,627,000 | 6.12% |
| Clear Perspective Advisors, LLC | 392,649 | $19,629,000 | 5.96% |