LIBERTY WEALTH MANAGEMENT LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q1 2020$73,0001,4270.06%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
RETIREMENT GUYS FORMULA LLC 684,471$33,505,00022.44%
Stockman Wealth Management, Inc. 1,165,355$57,044,00011.84%
TL Private Wealth 376,304$18,379,0009.72%
PFS Partners, LLC 221,203$10,827,8909.36%
WealthTrust Asset Management, LLC 208,198$10,191,0007.26%
Weitzel Financial Services, Inc. 224,098$10,969,597,0007.01%
REUTER JAMES WEALTH MANAGEMENT, LLC 343,855$16,832,0006.69%
Petix & Botte Co 414,156$20,273,0006.25%
WEST MICHIGAN ADVISORS, LLC 417$8,528,0005.76%
GW HENSSLER & ASSOCIATES LTD 1,759,182$86,112,0005.23%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders