FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $928,807 | +24.1% | 19,762 | +25.9% | 0.05% | +27.0% |
| Q2 2023 | $748,341 | +23.7% | 15,698 | +25.0% | 0.04% | +15.6% |
| Q1 2023 | $604,815 | +7.0% | 12,558 | +5.3% | 0.03% | -17.9% |
| Q4 2022 | $565,256 | +9.3% | 11,923 | +8.0% | 0.04% | 0.0% |
| Q3 2022 | $517,000 | +8.2% | 11,038 | +11.5% | 0.04% | +2.6% |
| Q2 2022 | $478,000 | -3.8% | 9,897 | -3.1% | 0.04% | -2.6% |
| Q1 2022 | $497,000 | -43.0% | 10,213 | -40.8% | 0.04% | -54.7% |
| Q3 2021 | $872,000 | +28.4% | 17,249 | +29.4% | 0.09% | +22.9% |
| Q2 2021 | $679,000 | -25.6% | 13,332 | -25.5% | 0.07% | -34.6% |
| Q1 2021 | $913,000 | -9.6% | 17,885 | -8.9% | 0.11% | -15.7% |
| Q4 2020 | $1,010,000 | +8.0% | 19,625 | +8.4% | 0.13% | -7.3% |
| Q3 2020 | $935,000 | +20.0% | 18,098 | +20.1% | 0.14% | +10.5% |
| Q2 2020 | $779,000 | +59.3% | 15,068 | +57.1% | 0.12% | +34.8% |
| Q1 2020 | $489,000 | +8.2% | 9,589 | +9.9% | 0.09% | +33.3% |
| Q4 2019 | $452,000 | +21.2% | 8,726 | +21.5% | 0.07% | +13.1% |
| Q3 2019 | $373,000 | +11.7% | 7,184 | +11.2% | 0.06% | -4.7% |
| Q2 2019 | $334,000 | +36.9% | 6,459 | +35.6% | 0.06% | +8.5% |
| Q1 2019 | $244,000 | +0.4% | 4,762 | 0.0% | 0.06% | -4.8% |
| Q4 2018 | $243,000 | +1178.9% | 4,762 | +1166.5% | 0.06% | +1450.0% |
| Q3 2018 | $19,000 | +58.3% | 376 | +62.8% | 0.00% | +33.3% |
| Q2 2018 | $12,000 | 0.0% | 231 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | -45.5% | 231 | -45.8% | 0.00% | -50.0% |
| Q4 2017 | $22,000 | -60.7% | 426 | -60.6% | 0.01% | -73.9% |
| Q3 2017 | $56,000 | -30.9% | 1,082 | -30.4% | 0.02% | -39.5% |
| Q2 2017 | $81,000 | -77.7% | 1,554 | -77.8% | 0.04% | -81.3% |
| Q1 2017 | $364,000 | – | 6,994 | – | 0.20% | – |
Download | ||||||
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% |