FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 354 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,780,568 | -7.6% | 37,692 | -6.7% | 0.59% | +56.2% |
| Q2 2023 | $1,926,043 | +0.1% | 40,404 | +0.5% | 0.38% | -4.1% |
| Q1 2023 | $1,924,998 | +19.9% | 40,213 | +18.8% | 0.39% | +14.2% |
| Q4 2022 | $1,604,853 | -4.1% | 33,851 | -4.2% | 0.34% | -12.0% |
| Q3 2022 | $1,673,000 | +23.7% | 35,326 | +26.1% | 0.39% | +41.7% |
| Q2 2022 | $1,353,000 | +81.6% | 28,004 | +90.1% | 0.28% | +44.5% |
| Q3 2021 | $745,000 | +13.1% | 14,728 | +13.7% | 0.19% | +12.4% |
| Q2 2021 | $659,000 | -23.2% | 12,953 | -22.9% | 0.17% | -42.0% |
| Q1 2021 | $858,000 | +150.9% | 16,799 | +152.5% | 0.29% | +306.9% |
| Q4 2020 | $342,000 | – | 6,654 | – | 0.07% | – |
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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% |