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 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $239,000 | -15.5% | 5,050 | -13.7% | 0.24% | -2.0% |
| Q2 2022 | $283,000 | -1.0% | 5,850 | 0.0% | 0.25% | +16.3% |
| Q1 2022 | $286,000 | -3.7% | 5,850 | -1.7% | 0.22% | -0.5% |
| Q4 2021 | $297,000 | -15.6% | 5,950 | -14.4% | 0.22% | -24.2% |
| Q3 2021 | $352,000 | -0.6% | 6,950 | 0.0% | 0.28% | -0.7% |
| Q2 2021 | $354,000 | +1.1% | 6,950 | +1.5% | 0.29% | -27.9% |
| Q1 2021 | $350,000 | +25.9% | 6,850 | +26.9% | 0.40% | +22.8% |
| Q4 2020 | $278,000 | -7.9% | 5,400 | -7.7% | 0.32% | -14.3% |
| Q3 2020 | $302,000 | -0.3% | 5,850 | 0.0% | 0.38% | -0.5% |
| Q2 2020 | $303,000 | +1.7% | 5,850 | 0.0% | 0.38% | +2.2% |
| Q1 2020 | $298,000 | +11.6% | 5,850 | +13.6% | 0.37% | +31.0% |
| Q4 2019 | $267,000 | – | 5,150 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 354,808 | $17,737,000 | 14.08% |
| Stockman Wealth Management, Inc. | 1,200,820 | $60,029,000 | 12.25% |
| TL Private Wealth | 367,998 | $18,312,000 | 10.37% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 294,221 | $14,708,000 | 8.25% |
| PFS Partners, LLC | 215,996 | $10,797,652 | 8.01% |
| Vishria Bird Financial Group, LLC | 340,830 | $17,038,000 | 7.93% |
| Weitzel Financial Services, Inc. | 232,599 | $11,627,624,000 | 7.02% |
| WealthTrust Asset Management, LLC | 200,327 | $10,014,000 | 6.66% |
| Petix & Botte Co | 192,579 | $9,627,000 | 6.12% |
| Clear Perspective Advisors, LLC | 392,649 | $19,629,000 | 5.96% |