FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,590,429 | -5.6% | 76,004 | -4.8% | 1.63% | -5.5% |
| Q2 2023 | $3,804,924 | +47.4% | 79,818 | +46.4% | 1.72% | +22.7% |
| Q3 2022 | $2,581,000 | -12.2% | 54,516 | -10.4% | 1.41% | -9.5% |
| Q2 2022 | $2,939,000 | -22.0% | 60,843 | -21.0% | 1.55% | -4.8% |
| Q1 2022 | $3,770,000 | +64.3% | 77,012 | +67.8% | 1.63% | +64.4% |
| Q4 2021 | $2,294,000 | -5.3% | 45,899 | -4.2% | 0.99% | -12.5% |
| Q3 2021 | $2,423,000 | – | 47,896 | – | 1.14% | – |
Download | ||||||
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% |