FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 264 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $831,438 | -3.3% | 17,600 | -2.4% | 0.49% | +2.1% |
| Q2 2023 | $859,754 | +0.3% | 18,036 | +0.7% | 0.48% | -1.4% |
| Q1 2023 | $857,426 | +14.5% | 17,912 | +13.4% | 0.49% | +13.7% |
| Q4 2022 | $748,597 | -1.4% | 15,790 | -1.5% | 0.43% | -5.7% |
| Q3 2022 | $759,000 | +11.3% | 16,037 | +13.5% | 0.46% | +12.5% |
| Q2 2022 | $682,000 | -1.7% | 14,128 | -0.3% | 0.41% | +18.0% |
| Q1 2022 | $694,000 | -7.7% | 14,168 | -5.8% | 0.34% | -3.1% |
| Q4 2021 | $752,000 | +3.7% | 15,048 | +4.9% | 0.36% | -1.4% |
| Q3 2021 | $725,000 | +5.2% | 14,340 | +5.9% | 0.36% | +5.6% |
| Q2 2021 | $689,000 | +4.4% | 13,537 | +4.7% | 0.34% | +7.9% |
| Q1 2021 | $660,000 | +14.2% | 12,927 | +15.2% | 0.32% | +9.7% |
| Q4 2020 | $578,000 | +7.4% | 11,221 | +7.7% | 0.29% | -3.3% |
| Q3 2020 | $538,000 | +18.8% | 10,416 | +18.8% | 0.30% | +6.0% |
| Q2 2020 | $453,000 | +28.7% | 8,766 | +27.1% | 0.28% | +1.1% |
| Q1 2020 | $352,000 | +2.9% | 6,896 | +4.5% | 0.28% | +23.5% |
| Q4 2019 | $342,000 | -5.8% | 6,596 | -5.5% | 0.23% | -8.5% |
| Q3 2019 | $363,000 | -1.1% | 6,982 | -1.5% | 0.25% | -3.9% |
| Q2 2019 | $367,000 | +0.8% | 7,089 | 0.0% | 0.26% | +1.2% |
| Q1 2019 | $364,000 | +0.6% | 7,089 | 0.0% | 0.25% | -12.4% |
| Q4 2018 | $362,000 | – | 7,089 | – | 0.29% | – |
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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% |