FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 307 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,069,230 | -0.9% | 22,634 | 0.0% | 0.65% | -6.2% |
| Q2 2023 | $1,078,963 | -0.4% | 22,634 | 0.0% | 0.69% | -14.2% |
| Q1 2023 | $1,083,490 | +1.0% | 22,634 | 0.0% | 0.80% | -16.2% |
| Q4 2022 | $1,073,078 | +0.1% | 22,634 | 0.0% | 0.96% | +2.7% |
| Q3 2022 | $1,072,000 | -9.7% | 22,634 | -7.9% | 0.93% | -4.1% |
| Q2 2022 | $1,187,000 | -24.4% | 24,569 | -23.4% | 0.97% | -0.3% |
| Q1 2022 | $1,570,000 | -5.7% | 32,065 | -3.7% | 0.98% | +12.6% |
| Q4 2021 | $1,665,000 | -49.8% | 33,311 | -49.2% | 0.87% | -58.3% |
| Q3 2021 | $3,316,000 | -15.4% | 65,568 | -14.8% | 2.08% | -17.2% |
| Q2 2021 | $3,918,000 | -7.5% | 76,977 | -7.2% | 2.52% | -21.4% |
| Q1 2021 | $4,235,000 | -8.0% | 82,946 | -7.2% | 3.20% | -12.0% |
| Q4 2020 | $4,601,000 | +174.5% | 89,390 | +175.7% | 3.63% | +127.1% |
| Q3 2020 | $1,676,000 | – | 32,426 | – | 1.60% | – |
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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% |