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 | $221,044 | -8.8% | 4,618 | -9.7% | 0.30% | -11.8% |
| Q4 2022 | $242,407 | -2.3% | 5,113 | -2.2% | 0.34% | +8.3% |
| Q3 2022 | $248,000 | -28.3% | 5,229 | -27.1% | 0.31% | -19.2% |
| Q2 2022 | $346,000 | -11.5% | 7,168 | -10.3% | 0.39% | +2.4% |
| Q1 2022 | $391,000 | -64.6% | 7,988 | -63.9% | 0.38% | -61.7% |
| Q4 2021 | $1,105,000 | -34.8% | 22,104 | -34.1% | 0.98% | -41.2% |
| Q3 2021 | $1,696,000 | -12.8% | 33,529 | -12.2% | 1.67% | -12.0% |
| Q2 2021 | $1,944,000 | -7.6% | 38,185 | -7.4% | 1.90% | -5.3% |
| Q1 2021 | $2,105,000 | -2.4% | 41,218 | -1.6% | 2.01% | -17.5% |
| Q4 2020 | $2,157,000 | -39.6% | 41,900 | -39.3% | 2.44% | +6.4% |
| Q3 2020 | $3,571,000 | +234.4% | 69,007 | +233.9% | 2.29% | +51.8% |
| Q2 2020 | $1,068,000 | – | 20,667 | – | 1.51% | – |
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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% |