FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $758,374 | -12.3% | 16,054 | -11.5% | 0.07% | -14.6% |
Q2 2023 | $864,442 | -11.6% | 18,134 | -11.2% | 0.08% | -18.8% |
Q1 2023 | $977,504 | -4.9% | 20,420 | -5.8% | 0.10% | -15.1% |
Q4 2022 | $1,027,782 | -29.9% | 21,679 | -30.0% | 0.12% | -32.4% |
Q3 2022 | $1,467,000 | -28.9% | 30,976 | -27.4% | 0.18% | -30.7% |
Q2 2022 | $2,062,000 | -9.6% | 42,681 | -8.5% | 0.25% | -4.2% |
Q1 2022 | $2,282,000 | -10.9% | 46,627 | -9.0% | 0.26% | -18.0% |
Q4 2021 | $2,561,000 | +6.8% | 51,235 | +8.0% | 0.32% | -13.4% |
Q3 2021 | $2,399,000 | +6.4% | 47,424 | +7.0% | 0.37% | +5.7% |
Q2 2021 | $2,255,000 | +25.8% | 44,301 | +26.2% | 0.35% | -7.3% |
Q1 2021 | $1,792,000 | +45.6% | 35,101 | +46.8% | 0.38% | +23.3% |
Q4 2020 | $1,231,000 | +4.9% | 23,908 | +5.3% | 0.31% | -14.9% |
Q3 2020 | $1,174,000 | – | 22,712 | – | 0.36% | – |
Download |
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% |