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 | $1,711,326 | -9.9% | 36,226 | -9.1% | 0.47% | -70.2% |
| Q2 2023 | $1,898,836 | -46.6% | 39,833 | -46.4% | 1.58% | +62.5% |
| Q1 2023 | $3,558,215 | -8.0% | 74,331 | -8.9% | 0.97% | -47.4% |
| Q4 2022 | $3,866,482 | +0.4% | 81,554 | +0.3% | 1.85% | -9.5% |
| Q3 2022 | $3,850,000 | -6.5% | 81,316 | -4.6% | 2.04% | -1.4% |
| Q2 2022 | $4,119,000 | -7.3% | 85,273 | -6.0% | 2.07% | +8.4% |
| Q1 2022 | $4,443,000 | +4.7% | 90,763 | +6.9% | 1.91% | +9.0% |
| Q4 2021 | $4,244,000 | +3.1% | 84,904 | +4.4% | 1.75% | +8.9% |
| Q3 2021 | $4,115,000 | +2.1% | 81,347 | +2.7% | 1.61% | -25.9% |
| Q2 2021 | $4,032,000 | +8.9% | 79,208 | +9.2% | 2.17% | +41.9% |
| Q1 2021 | $3,703,000 | +1.0% | 72,531 | +1.9% | 1.53% | -2.5% |
| Q4 2020 | $3,665,000 | – | 71,212 | – | 1.57% | – |
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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% |