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 | $4,059,550 | +60.5% | 85,934 | +61.9% | 0.02% | +60.0% |
| Q2 2023 | $2,529,896 | +106108.9% | 53,071 | +6.6% | 0.01% | 0.0% |
| Q1 2023 | $2,382 | -31.0% | 49,762 | -31.6% | 0.01% | -41.2% |
| Q4 2022 | $3,450 | -99.8% | 72,774 | +112.3% | 0.02% | +112.5% |
| Q3 2022 | $1,622,000 | -12.4% | 34,274 | -10.6% | 0.01% | -20.0% |
| Q2 2022 | $1,851,000 | -21.4% | 38,330 | -20.3% | 0.01% | -9.1% |
| Q1 2022 | $2,355,000 | +0.8% | 48,110 | +2.9% | 0.01% | 0.0% |
| Q4 2021 | $2,337,000 | -0.8% | 46,749 | +0.3% | 0.01% | -8.3% |
| Q3 2021 | $2,356,000 | -67.5% | 46,586 | -67.3% | 0.01% | -70.7% |
| Q2 2021 | $7,241,000 | +93.9% | 142,275 | +94.5% | 0.04% | +64.0% |
| Q1 2021 | $3,734,000 | -0.4% | 73,133 | +0.4% | 0.02% | -10.7% |
| Q4 2020 | $3,749,000 | -17.2% | 72,839 | -16.9% | 0.03% | -33.3% |
| Q3 2020 | $4,527,000 | +53.1% | 87,616 | +53.2% | 0.04% | +35.5% |
| Q2 2020 | $2,956,000 | – | 57,204 | – | 0.03% | – |
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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% |