FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 373 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,752,660 | -1.2% | 460,471 | -0.3% | 6.86% | +0.4% |
| Q2 2023 | $22,009,824 | +104.4% | 461,714 | +105.3% | 6.83% | -5.8% |
| Q1 2023 | $10,765,551 | +9.7% | 224,891 | +8.5% | 7.26% | -2.9% |
| Q3 2022 | $9,817,000 | -1.9% | 207,327 | +0.1% | 7.47% | +1.4% |
| Q2 2022 | $10,006,000 | -50.6% | 207,157 | -50.0% | 7.37% | +17.9% |
| Q1 2022 | $20,273,000 | +110.6% | 414,156 | +115.1% | 6.25% | +2.1% |
| Q4 2021 | $9,627,000 | -43.0% | 192,579 | -42.3% | 6.12% | +7.0% |
| Q3 2021 | $16,891,000 | +142.7% | 333,817 | +144.2% | 5.72% | +17.9% |
| Q2 2021 | $6,959,000 | +9.6% | 136,724 | +10.0% | 4.85% | +3.5% |
| Q1 2021 | $6,349,000 | +9.0% | 124,335 | +9.9% | 4.69% | +7.6% |
| Q4 2020 | $5,823,000 | +19.2% | 113,131 | +19.8% | 4.36% | +11.8% |
| Q3 2020 | $4,887,000 | +27.6% | 94,411 | -36.2% | 3.90% | +23.5% |
| Q2 2020 | $3,830,000 | +13.8% | 147,955 | +124.2% | 3.16% | -3.7% |
| Q1 2020 | $3,365,000 | +55.0% | 65,981 | +57.6% | 3.28% | +91.7% |
| Q4 2019 | $2,171,000 | – | 41,868 | – | 1.71% | – |
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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% |