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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 354,808 | $17,737,000 | 14.08% |
| Stockman Wealth Management, Inc. | 1,200,820 | $60,029,000 | 12.25% |
| TL Private Wealth | 367,998 | $18,312,000 | 10.37% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 294,221 | $14,708,000 | 8.25% |
| PFS Partners, LLC | 215,996 | $10,797,652 | 8.01% |
| Vishria Bird Financial Group, LLC | 340,830 | $17,038,000 | 7.93% |
| Weitzel Financial Services, Inc. | 232,599 | $11,627,624,000 | 7.02% |
| WealthTrust Asset Management, LLC | 200,327 | $10,014,000 | 6.66% |
| Petix & Botte Co | 192,579 | $9,627,000 | 6.12% |
| Clear Perspective Advisors, LLC | 392,649 | $19,629,000 | 5.96% |