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 | $10,791,845 | -1.2% | 228,447 | -0.3% | 1.89% | +0.1% |
| Q2 2023 | $10,918,045 | +67.2% | 229,034 | +67.9% | 1.89% | +52.5% |
| Q1 2023 | $6,528,425 | -1.8% | 136,378 | -2.8% | 1.24% | -15.2% |
| Q4 2022 | $6,651,366 | -23.5% | 140,295 | -23.6% | 1.46% | -23.7% |
| Q3 2022 | $8,698,000 | -8.1% | 183,706 | -6.3% | 1.92% | -3.3% |
| Q2 2022 | $9,469,000 | +2.4% | 196,051 | +3.8% | 1.98% | +36.7% |
| Q1 2022 | $9,249,000 | +34.0% | 188,952 | +36.9% | 1.45% | +39.8% |
| Q4 2021 | $6,901,000 | +28.3% | 138,048 | +29.8% | 1.04% | +20.1% |
| Q3 2021 | $5,380,000 | -9.4% | 106,361 | -8.8% | 0.86% | -6.0% |
| Q2 2021 | $5,936,000 | +209.3% | 116,627 | +210.7% | 0.92% | -76.1% |
| Q1 2021 | $1,919,000 | -62.0% | 37,538 | -61.8% | 3.85% | +295.3% |
| Q4 2020 | $5,053,000 | -69.0% | 98,177 | -68.8% | 0.97% | -76.9% |
| Q2 2020 | $16,276,000 | +19.0% | 314,940 | +18.7% | 4.22% | -18.8% |
| Q1 2020 | $13,673,000 | +79.8% | 265,276 | +81.0% | 5.20% | +73.9% |
| Q4 2019 | $7,603,000 | -28.5% | 146,565 | -28.5% | 2.99% | -42.0% |
| Q3 2019 | $10,639,000 | -2.3% | 205,016 | -2.7% | 5.15% | +10.5% |
| Q2 2019 | $10,893,000 | – | 210,785 | – | 4.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 684,471 | $33,505,000 | 22.44% |
| Stockman Wealth Management, Inc. | 1,165,355 | $57,044,000 | 11.84% |
| TL Private Wealth | 376,304 | $18,379,000 | 9.72% |
| PFS Partners, LLC | 221,203 | $10,827,890 | 9.36% |
| WealthTrust Asset Management, LLC | 208,198 | $10,191,000 | 7.26% |
| Weitzel Financial Services, Inc. | 224,098 | $10,969,597,000 | 7.01% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 343,855 | $16,832,000 | 6.69% |
| Petix & Botte Co | 414,156 | $20,273,000 | 6.25% |
| WEST MICHIGAN ADVISORS, LLC | 417 | $8,528,000 | 5.76% |
| GW HENSSLER & ASSOCIATES LTD | 1,759,182 | $86,112,000 | 5.23% |