FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 373 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,219,555 | +2.7% | 195,164 | +3.6% | 4.17% | +12.2% |
| Q2 2023 | $8,980,271 | +6.6% | 188,384 | +7.0% | 3.72% | +3.3% |
| Q1 2023 | $8,425,626 | +443.1% | 176,011 | +437.9% | 3.60% | +360.3% |
| Q4 2022 | $1,551,449 | +3.4% | 32,724 | +3.3% | 0.78% | -7.7% |
| Q3 2022 | $1,500,000 | 0.0% | 31,678 | +2.0% | 0.85% | +15.9% |
| Q2 2022 | $1,500,000 | +541.0% | 31,058 | +549.1% | 0.73% | +693.5% |
| Q1 2022 | $234,000 | – | 4,785 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 354,808 | $17,737,000 | 14.08% |
| Stockman Wealth Management, Inc. | 1,200,820 | $60,029,000 | 12.25% |
| TL Private Wealth | 367,998 | $18,312,000 | 10.37% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 294,221 | $14,708,000 | 8.25% |
| PFS Partners, LLC | 215,996 | $10,797,652 | 8.01% |
| Vishria Bird Financial Group, LLC | 340,830 | $17,038,000 | 7.93% |
| Weitzel Financial Services, Inc. | 232,599 | $11,627,624,000 | 7.02% |
| WealthTrust Asset Management, LLC | 200,327 | $10,014,000 | 6.66% |
| Petix & Botte Co | 192,579 | $9,627,000 | 6.12% |
| Clear Perspective Advisors, LLC | 392,649 | $19,629,000 | 5.96% |