FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 369 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
---|---|---|---|
Stockman Wealth Management, Inc. | 1,226,578 | $62,040,000 | 13.81% |
Quaker Wealth Management, LLC | 223,916 | $11,326,000 | 12.99% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 342,242 | $17,311,000 | 10.18% |
TL Private Wealth | 334,747 | $16,855,000 | 9.21% |
Vishria Bird Financial Group, LLC | 315,243 | $15,945,000 | 8.37% |
Walkner Condon Financial Advisors LLC | 330,444 | $16,716,000 | 8.23% |
Weitzel Financial Services, Inc. | 229,221 | $11,600,874,000 | 7.53% |
Clear Perspective Advisors, LLC | 425,730 | $21,533,000 | 7.37% |
Ascension Capital Advisors, Inc. | 203,218 | $10,279,000 | 6.72% |
Petix & Botte Co | 333,817 | $16,891,000 | 5.72% |