Kingsview 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 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
Kingsview Wealth Management, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$6,907,248
+39.0%
146,216
+40.2%
0.25%
+27.2%
Q2 2023$4,970,595
-6.6%
104,271
-6.2%
0.20%
-12.6%
Q1 2023$5,322,850
-25.6%
111,194
-26.3%
0.22%
-28.3%
Q4 2022$7,157,476
+75.1%
150,970
+74.9%
0.31%
+60.3%
Q3 2022$4,087,000
+17.9%
86,314
+20.3%
0.19%
+16.9%
Q2 2022$3,466,000
-24.5%
71,759
-21.9%
0.17%
-13.1%
Q4 2021$4,592,000
-4.4%
91,855
-3.3%
0.19%
-16.2%
Q3 2021$4,803,000
+121.1%
94,952
+122.5%
0.23%
+113.1%
Q2 2021$2,172,000
-9.0%
42,667
-8.6%
0.11%
-21.3%
Q1 2021$2,386,000
+10.6%
46,668
+11.4%
0.14%
-12.8%
Q4 2020$2,157,000
+2.6%
41,909
+3.1%
0.16%
-17.0%
Q3 2020$2,102,000
+19.7%
40,668
+19.7%
0.19%
+6.8%
Q2 2020$1,756,000
+15.2%
33,970
+13.7%
0.18%
-14.6%
Q1 2020$1,524,000
-12.3%
29,882
-10.9%
0.21%
-5.5%
Q4 2019$1,737,000
+30.1%
33,532
+30.6%
0.22%
+3.8%
Q3 2019$1,335,000
+37.1%
25,677
+36.2%
0.21%
+28.8%
Q2 2019$974,000
-19.4%
18,853
-20.1%
0.16%
-11.4%
Q1 2019$1,209,000
-53.8%
23,586
-54.0%
0.18%
-67.8%
Q4 2018$2,617,000
+402.3%
51,266
+412.0%
0.57%
+149.3%
Q3 2017$521,000
-11.7%
10,012
-11.6%
0.23%
-24.7%
Q2 2017$590,000
+68.1%
11,329
+68.0%
0.30%
+46.2%
Q1 2017$351,0006,7420.21%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2021
NameSharesValueWeighting ↓
Stockman Wealth Management, Inc. 1,226,578$62,040,00013.81%
Quaker Wealth Management, LLC 223,916$11,326,00012.99%
HARVEST GROUP WEALTH MANAGEMENT, LLC 342,242$17,311,00010.18%
TL Private Wealth 334,747$16,855,0009.21%
Vishria Bird Financial Group, LLC 315,243$15,945,0008.37%
Walkner Condon Financial Advisors LLC 330,444$16,716,0008.23%
Weitzel Financial Services, Inc. 229,221$11,600,874,0007.53%
Clear Perspective Advisors, LLC 425,730$21,533,0007.37%
Ascension Capital Advisors, Inc. 203,218$10,279,0006.72%
Petix & Botte Co 333,817$16,891,0005.72%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders