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 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,610,760 | -13.1% | 34,098 | -12.3% | 0.02% | -33.3% |
| Q2 2023 | $1,854,237 | -3.9% | 38,898 | -3.5% | 0.03% | -9.1% |
| Q1 2023 | $1,929,983 | -18.8% | 40,318 | -19.5% | 0.03% | -28.3% |
| Q4 2022 | $2,375,578 | -50.6% | 50,108 | -50.6% | 0.05% | -57.4% |
| Q3 2022 | $4,813,000 | -24.4% | 101,535 | -23.0% | 0.11% | -19.4% |
| Q2 2022 | $6,369,000 | -23.6% | 131,816 | -22.6% | 0.13% | +17.5% |
| Q1 2022 | $8,339,000 | +1192.9% | 170,363 | +1220.6% | 0.11% | +570.6% |
| Q4 2021 | $645,000 | -11.4% | 12,900 | -10.4% | 0.02% | -5.6% |
| Q3 2021 | $728,000 | +141.9% | 14,400 | +143.2% | 0.02% | +63.6% |
| Q2 2021 | $301,000 | +49.0% | 5,920 | +51.4% | 0.01% | -45.0% |
| Q2 2020 | $202,000 | – | 3,909 | – | 0.02% | – |
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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% |