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 | $9,064,754 | -4.0% | 191,888 | -3.1% | 3.66% | +5.7% |
| Q2 2023 | $9,440,490 | -10.4% | 198,039 | -10.0% | 3.46% | -15.8% |
| Q1 2023 | $10,533,068 | -9.8% | 220,035 | -10.7% | 4.11% | -13.2% |
| Q4 2022 | $11,682,229 | -3.8% | 246,409 | -3.9% | 4.74% | -9.6% |
| Q3 2022 | $12,138,000 | +0.2% | 256,351 | +2.2% | 5.24% | +5.8% |
| Q2 2022 | $12,110,000 | -4.2% | 250,715 | -2.9% | 4.95% | +11.3% |
| Q1 2022 | $12,642,000 | -2.3% | 258,271 | -0.2% | 4.45% | -0.3% |
| Q4 2021 | $12,933,000 | +8.3% | 258,706 | +9.6% | 4.46% | -0.2% |
| Q3 2021 | $11,937,000 | +8.1% | 235,997 | +8.8% | 4.48% | +3.6% |
| Q2 2021 | $11,045,000 | +8.4% | 216,987 | +8.7% | 4.32% | -1.4% |
| Q1 2021 | $10,192,000 | -3.4% | 199,612 | -2.6% | 4.38% | -13.9% |
| Q4 2020 | $10,547,000 | -5.6% | 204,919 | -5.2% | 5.09% | -19.1% |
| Q3 2020 | $11,167,000 | +2.3% | 216,074 | +2.3% | 6.29% | -6.1% |
| Q2 2020 | $10,920,000 | +8.6% | 211,297 | +7.1% | 6.70% | -13.0% |
| Q1 2020 | $10,058,000 | +4.2% | 197,217 | +5.8% | 7.71% | +28.2% |
| Q4 2019 | $9,656,000 | +16.1% | 186,419 | +16.6% | 6.01% | +1.1% |
| Q3 2019 | $8,315,000 | +7.4% | 159,933 | +6.8% | 5.95% | +8.6% |
| Q2 2019 | $7,741,000 | +1060.6% | 149,795 | +16.3% | 5.48% | +627.2% |
| Q1 2019 | $667,000 | -87.9% | 128,839 | +19.7% | 0.75% | -84.3% |
| Q4 2018 | $5,492,000 | – | 107,590 | – | 4.81% | – |
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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% |