FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 375 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $108,000 | -14.3% | 2,207 | -12.3% | 0.05% | -13.8% |
| Q4 2021 | $126,000 | -52.3% | 2,516 | -51.7% | 0.06% | -57.4% |
| Q3 2021 | $264,000 | +2.3% | 5,210 | +2.9% | 0.14% | +4.6% |
| Q2 2021 | $258,000 | +7.1% | 5,065 | +7.5% | 0.13% | -0.8% |
| Q1 2021 | $241,000 | -28.9% | 4,713 | -28.4% | 0.13% | -29.2% |
| Q4 2020 | $339,000 | +1.2% | 6,581 | +1.6% | 0.18% | -9.3% |
| Q3 2020 | $335,000 | -14.5% | 6,476 | -14.6% | 0.20% | -17.1% |
| Q2 2020 | $392,000 | -9.9% | 7,584 | -11.0% | 0.25% | -23.6% |
| Q1 2020 | $435,000 | +9.0% | 8,523 | +10.6% | 0.32% | -11.3% |
| Q4 2019 | $399,000 | – | 7,708 | – | 0.36% | – |
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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% |