FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $751,210 | -10.3% | 15,902 | -9.5% | 0.18% | -10.8% |
| Q2 2023 | $837,657 | -16.6% | 17,572 | -16.1% | 0.20% | -23.4% |
| Q1 2023 | $1,004,618 | -24.7% | 20,947 | -25.5% | 0.26% | -36.0% |
| Q4 2022 | $1,333,406 | -4.8% | 28,125 | -4.7% | 0.41% | -5.0% |
| Q3 2022 | $1,400,000 | +28.3% | 29,510 | +30.7% | 0.44% | +29.4% |
| Q2 2022 | $1,091,000 | +4.2% | 22,580 | +5.5% | 0.34% | +27.7% |
| Q1 2022 | $1,047,000 | -0.2% | 21,395 | +1.9% | 0.26% | +10.5% |
| Q4 2021 | $1,049,000 | -17.0% | 20,990 | -16.0% | 0.24% | -22.1% |
| Q3 2021 | $1,264,000 | +5.7% | 24,990 | +6.4% | 0.31% | +8.1% |
| Q2 2021 | $1,196,000 | -12.9% | 23,490 | -12.6% | 0.28% | -21.5% |
| Q1 2021 | $1,373,000 | -6.3% | 26,885 | -5.6% | 0.36% | -21.8% |
| Q4 2020 | $1,466,000 | -18.7% | 28,485 | -18.3% | 0.46% | -29.4% |
| Q3 2020 | $1,803,000 | -2.3% | 34,885 | -2.2% | 0.66% | -5.5% |
| Q2 2020 | $1,846,000 | +18.3% | 35,685 | +16.7% | 0.69% | -3.3% |
| Q1 2020 | $1,560,000 | -60.9% | 30,585 | -60.3% | 0.72% | -3.9% |
| Q4 2019 | $3,990,000 | +169.6% | 77,020 | +170.6% | 0.75% | +12.3% |
| Q3 2019 | $1,480,000 | – | 28,465 | – | 0.66% | – |
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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% |