FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 354 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,379 | -6.4% | 5,533 | -5.6% | 0.17% | -10.1% |
| Q2 2023 | $279,299 | +99649.6% | 5,859 | 0.0% | 0.19% | -28.1% |
| Q1 2023 | $280 | +0.7% | 5,859 | 0.0% | 0.26% | +0.4% |
| Q4 2022 | $278 | -99.9% | 5,859 | -0.5% | 0.26% | +7.4% |
| Q3 2022 | $279,000 | -2.1% | 5,891 | 0.0% | 0.24% | +2.5% |
| Q2 2022 | $285,000 | -1.7% | 5,891 | -0.6% | 0.24% | +18.4% |
| Q1 2022 | $290,000 | -58.1% | 5,924 | -57.1% | 0.20% | -20.9% |
| Q4 2021 | $692,000 | +166.2% | 13,794 | +168.0% | 0.25% | +21.5% |
| Q3 2021 | $260,000 | -58.9% | 5,147 | -58.1% | 0.21% | -68.6% |
| Q4 2020 | $632,000 | -1.1% | 12,285 | -0.6% | 0.66% | -31.0% |
| Q3 2020 | $639,000 | 0.0% | 12,356 | 0.0% | 0.96% | 0.0% |
| Q2 2020 | $639,000 | +2.6% | 12,356 | +1.1% | 0.96% | -28.0% |
| Q1 2020 | $623,000 | +179.4% | 12,221 | +184.2% | 1.34% | +224.0% |
| Q4 2019 | $223,000 | +3.7% | 4,300 | +4.0% | 0.41% | -6.1% |
| Q3 2019 | $215,000 | – | 4,135 | – | 0.44% | – |
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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% |