FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 369 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $851,218 | +6.9% | 18,019 | +7.8% | 0.04% | +13.2% |
| Q2 2023 | $796,518 | +41.9% | 16,709 | +42.5% | 0.04% | +11.8% |
| Q1 2023 | $561,419 | +47.3% | 11,728 | +45.9% | 0.03% | +25.9% |
| Q4 2022 | $381,129 | -17.0% | 8,039 | -17.0% | 0.03% | -28.9% |
| Q3 2022 | $459,000 | -8.2% | 9,687 | -6.5% | 0.04% | -9.5% |
| Q2 2022 | $500,000 | +11.9% | 10,357 | +13.4% | 0.04% | +31.2% |
| Q1 2022 | $447,000 | -26.8% | 9,133 | -25.3% | 0.03% | -30.4% |
| Q4 2021 | $611,000 | – | 12,227 | – | 0.05% | – |
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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% |