FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 364 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,851 | -41.6% | 6,024 | -40.9% | 0.11% | -38.0% |
| Q2 2023 | $485,996 | +6.5% | 10,195 | +7.1% | 0.18% | -1.1% |
| Q1 2023 | $456,483 | +15.9% | 9,518 | +22.8% | 0.18% | +110.5% |
| Q2 2021 | $394,000 | -18.1% | 7,748 | -17.6% | 0.09% | -39.4% |
| Q1 2021 | $481,000 | -48.2% | 9,408 | -47.7% | 0.14% | -49.8% |
| Q4 2020 | $928,000 | -7.1% | 18,002 | -6.8% | 0.28% | -30.6% |
| Q3 2020 | $999,000 | – | 19,316 | – | 0.41% | – |
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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% |