FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 354 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,694,000 | -52.6% | 56,895 | -51.7% | 2.08% | -48.8% |
| Q2 2022 | $5,686,000 | -3.1% | 117,722 | -1.8% | 4.07% | +3.0% |
| Q1 2022 | $5,868,000 | +4.6% | 119,870 | +6.8% | 3.95% | -0.9% |
| Q4 2021 | $5,610,000 | -13.9% | 112,228 | -12.9% | 3.99% | -4.8% |
| Q3 2021 | $6,516,000 | -2.6% | 128,829 | -1.7% | 4.19% | -3.2% |
| Q1 2021 | $6,693,000 | -17.9% | 131,078 | -17.3% | 4.33% | -15.5% |
| Q4 2020 | $8,157,000 | +23.3% | 158,475 | +23.7% | 5.12% | -20.4% |
| Q2 2020 | $6,618,000 | +19.0% | 128,063 | +17.5% | 6.43% | +1.7% |
| Q1 2020 | $5,561,000 | – | 109,030 | – | 6.32% | – |
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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% |