Integrated Wealth Concepts LLC - FIRST TR EXCHANGE-TRADED FD ownership

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
Integrated Wealth Concepts LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$5,675,979
+20.9%
120,152
+22.0%
0.10%
+25.0%
Q2 2023$4,692,967
+200625.7%
98,447
+101.6%
0.08%
+66.7%
Q1 2023$2,338
+13.9%
48,844
+12.8%
0.05%
-14.3%
Q4 2022$2,053
-99.9%
43,313
+39.5%
0.06%
+19.1%
Q3 2022$1,470,000
+0.4%
31,043
+2.4%
0.05%
+2.2%
Q2 2022$1,464,000
-9.1%
30,321
-7.8%
0.05%
-6.1%
Q1 2022$1,611,000
-43.3%
32,903
-42.1%
0.05%
-41.7%
Q4 2021$2,842,000
+24.4%
56,859
+25.9%
0.08%
+13.5%
Q3 2021$2,284,000
+67.8%
45,161
+69.0%
0.07%
+54.2%
Q2 2021$1,361,000
+8.0%
26,730
+8.3%
0.05%
-7.7%
Q1 2021$1,260,000
+79.2%
24,678
+80.6%
0.05%
+57.6%
Q4 2020$703,000
-36.7%
13,666
-36.4%
0.03%
-51.5%
Q3 2020$1,111,000
+12.4%
21,502
+12.5%
0.07%
-4.2%
Q2 2020$988,000
+5.6%
19,118
+4.1%
0.07%
-17.4%
Q1 2020$936,000
+13.6%
18,357
+15.4%
0.09%
+22.9%
Q4 2019$824,000
+209.8%
15,910
+211.0%
0.07%
+133.3%
Q3 2019$266,0005,1160.03%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2021
NameSharesValueWeighting ↓
Stockman Wealth Management, Inc. 1,226,578$62,040,00013.81%
Quaker Wealth Management, LLC 223,916$11,326,00012.99%
HARVEST GROUP WEALTH MANAGEMENT, LLC 342,242$17,311,00010.18%
TL Private Wealth 334,747$16,855,0009.21%
Vishria Bird Financial Group, LLC 315,243$15,945,0008.37%
Walkner Condon Financial Advisors LLC 330,444$16,716,0008.23%
Weitzel Financial Services, Inc. 229,221$11,600,874,0007.53%
Clear Perspective Advisors, LLC 425,730$21,533,0007.37%
Ascension Capital Advisors, Inc. 203,218$10,279,0006.72%
Petix & Botte Co 333,817$16,891,0005.72%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders