FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 282 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $252,003 | -12.7% | 5,315 | -12.8% | 0.07% | -23.7% |
Q3 2022 | $288,757 | -1.8% | 6,098 | +0.3% | 0.09% | +1.1% |
Q2 2022 | $294,000 | -3.3% | 6,077 | -2.3% | 0.09% | +16.5% |
Q1 2022 | $304,000 | -1.9% | 6,220 | +0.3% | 0.08% | 0.0% |
Q4 2021 | $310,000 | -27.2% | 6,199 | -26.4% | 0.08% | -38.3% |
Q3 2021 | $426,000 | -27.2% | 8,428 | -26.7% | 0.13% | -24.3% |
Q2 2021 | $585,000 | -19.0% | 11,502 | -18.7% | 0.17% | -32.4% |
Q1 2021 | $722,000 | -1.0% | 14,147 | -0.1% | 0.25% | -3.1% |
Q4 2020 | $729,000 | +4.1% | 14,158 | +4.5% | 0.26% | -6.2% |
Q3 2020 | $700,000 | +189.3% | 13,543 | +188.9% | 0.28% | +154.6% |
Q2 2020 | $242,000 | -0.4% | 4,687 | -1.6% | 0.11% | -20.0% |
Q1 2020 | $243,000 | – | 4,763 | – | 0.14% | – |
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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% |