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 | $1,070,695 | -6.9% | 22,665 | -6.1% | 0.00% | +300.0% |
| Q2 2023 | $1,150,515 | +25.9% | 24,135 | +26.5% | 0.00% | -94.4% |
| Q1 2023 | $913,647 | -53.1% | 19,086 | -53.5% | 0.02% | -28.0% |
| Q4 2022 | $1,946,133 | -22.2% | 41,049 | -22.3% | 0.02% | -21.9% |
| Q3 2022 | $2,503,000 | -11.6% | 52,862 | -10.9% | 0.03% | -8.6% |
| Q2 2022 | $2,833,000 | -1.3% | 59,358 | +1.3% | 0.04% | +16.7% |
| Q1 2022 | $2,869,000 | +36.2% | 58,625 | +39.1% | 0.03% | +50.0% |
| Q4 2021 | $2,107,000 | -2.0% | 42,155 | -0.9% | 0.02% | -31.0% |
| Q3 2021 | $2,151,000 | +605.2% | 42,535 | +608.9% | 0.03% | +625.0% |
| Q2 2021 | $305,000 | – | 6,000 | – | 0.00% | – |
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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% |