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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,122,007 | +3.4% | 44,920 | +4.3% | 0.72% | +5.9% |
| Q2 2023 | $2,052,215 | +25.1% | 43,050 | +25.6% | 0.68% | +16.2% |
| Q1 2023 | $1,640,192 | +116.8% | 34,263 | +114.7% | 0.59% | +103.5% |
| Q4 2022 | $756,539 | +3.1% | 15,957 | +3.0% | 0.29% | 0.0% |
| Q3 2022 | $734,000 | -50.9% | 15,494 | -49.3% | 0.29% | -41.7% |
| Q1 2022 | $1,496,000 | -33.6% | 30,560 | -31.4% | 0.50% | -36.2% |
| Q3 2021 | $2,253,000 | +12.0% | 44,551 | +13.3% | 0.78% | -0.4% |
| Q1 2021 | $2,012,000 | +136.2% | 39,315 | +137.4% | 0.78% | +111.7% |
| Q4 2020 | $852,000 | -2.1% | 16,561 | -1.9% | 0.37% | -9.3% |
| Q3 2020 | $870,000 | -2.2% | 16,884 | -1.8% | 0.41% | -2.6% |
| Q2 2020 | $890,000 | +270.8% | 17,198 | +271.1% | 0.42% | +56.6% |
| Q4 2019 | $240,000 | -73.1% | 4,634 | -73.2% | 0.27% | -54.7% |
| Q1 2019 | $892,000 | – | 17,317 | – | 0.59% | – |
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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% |