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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,152,069 | -20.7% | 24,388 | -19.9% | 0.01% | -6.7% |
| Q2 2023 | $1,451,975 | +14.9% | 30,459 | +15.4% | 0.02% | -6.2% |
| Q1 2023 | $1,263,743 | +18.1% | 26,399 | +17.0% | 0.02% | -56.8% |
| Q4 2022 | $1,069,631 | -0.7% | 22,561 | -0.8% | 0.04% | -14.0% |
| Q3 2022 | $1,077,000 | +78.3% | 22,736 | +81.8% | 0.04% | +79.2% |
| Q2 2022 | $604,000 | +129.7% | 12,507 | +132.7% | 0.02% | +166.7% |
| Q1 2022 | $263,000 | +168.4% | 5,374 | +182.8% | 0.01% | +80.0% |
| Q2 2020 | $98,000 | +276.9% | 1,900 | +269.6% | 0.01% | +150.0% |
| Q1 2020 | $26,000 | – | 514 | – | 0.00% | – |
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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% |