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 | $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 | $266,000 | – | 5,116 | – | 0.03% | – |
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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% |