FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $212,007 | -36.6% | 4,429 | -37.2% | 0.06% | -35.2% |
Q4 2022 | $334,530 | +7.5% | 7,056 | +7.3% | 0.09% | -1.1% |
Q3 2022 | $311,320 | -51.2% | 6,574 | -50.2% | 0.09% | -50.0% |
Q2 2022 | $637,435 | -5.7% | 13,197 | -4.5% | 0.18% | +6.6% |
Q1 2022 | $676,145 | -12.8% | 13,812 | -10.9% | 0.17% | -16.1% |
Q4 2021 | $775,346 | +6.4% | 15,510 | +7.7% | 0.20% | -4.3% |
Q3 2021 | $728,407 | +12.2% | 14,401 | +13.0% | 0.21% | +10.6% |
Q2 2021 | $648,931 | – | 12,749 | – | 0.19% | – |
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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% |