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 ↓ |
|---|---|---|---|
| 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% |