FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 350 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $794 | -0.9% | 16,809 | 0.0% | 0.45% | -5.5% |
| Q2 2023 | $801 | -1.5% | 16,809 | -1.1% | 0.48% | -8.5% |
| Q1 2023 | $813 | -1.0% | 16,990 | -1.9% | 0.52% | -9.1% |
| Q4 2022 | $821 | -100.0% | 17,327 | -69.6% | 0.57% | -68.5% |
| Q3 2022 | $2,697,000 | -16.2% | 56,960 | -14.5% | 1.82% | -15.2% |
| Q2 2022 | $3,217,000 | -8.4% | 66,597 | -7.2% | 2.14% | +10.4% |
| Q1 2022 | $3,511,000 | -79.4% | 71,729 | -79.0% | 1.94% | -75.5% |
| Q4 2021 | $17,038,000 | +6.9% | 340,830 | +8.1% | 7.93% | -5.3% |
| Q3 2021 | $15,945,000 | +156.8% | 315,243 | +158.4% | 8.37% | +173.8% |
| Q2 2021 | $6,210,000 | +239.2% | 122,011 | +240.2% | 3.06% | +202.6% |
| Q1 2021 | $1,831,000 | -14.7% | 35,867 | -14.0% | 1.01% | -17.4% |
| Q4 2020 | $2,147,000 | +66.3% | 41,720 | +66.9% | 1.22% | +50.6% |
| Q3 2020 | $1,291,000 | +239.7% | 24,990 | +240.0% | 0.81% | +173.4% |
| Q2 2020 | $380,000 | +1.3% | 7,350 | 0.0% | 0.30% | -24.4% |
| Q1 2020 | $375,000 | – | 7,350 | – | 0.39% | – |
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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% |