FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 684,471 | $33,505,000 | 22.44% |
| Stockman Wealth Management, Inc. | 1,165,355 | $57,044,000 | 11.84% |
| TL Private Wealth | 376,304 | $18,379,000 | 9.72% |
| PFS Partners, LLC | 221,203 | $10,827,890 | 9.36% |
| WealthTrust Asset Management, LLC | 208,198 | $10,191,000 | 7.26% |
| Weitzel Financial Services, Inc. | 224,098 | $10,969,597,000 | 7.01% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 343,855 | $16,832,000 | 6.69% |
| Petix & Botte Co | 414,156 | $20,273,000 | 6.25% |
| WEST MICHIGAN ADVISORS, LLC | 417 | $8,528,000 | 5.76% |
| GW HENSSLER & ASSOCIATES LTD | 1,759,182 | $86,112,000 | 5.23% |