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 | $600,798 | -29.8% | 12,718 | -29.1% | 0.25% | -27.9% |
| Q2 2023 | $855,485 | -52.6% | 17,946 | -52.4% | 0.35% | -53.6% |
| Q1 2023 | $1,804,086 | -67.7% | 37,687 | -68.0% | 0.76% | -69.1% |
| Q4 2022 | $5,591,952 | -10.1% | 117,949 | -10.2% | 2.45% | -17.0% |
| Q3 2022 | $6,220,000 | +11.2% | 131,361 | +13.5% | 2.95% | +13.3% |
| Q2 2022 | $5,592,000 | +39.3% | 115,769 | +44.1% | 2.60% | +44.3% |
| Q1 2022 | $4,015,000 | 0.0% | 80,317 | 0.0% | 1.80% | 0.0% |
| Q4 2021 | $4,015,000 | +8.6% | 80,317 | +9.9% | 1.80% | -13.3% |
| Q3 2021 | $3,696,000 | -10.6% | 73,075 | -10.1% | 2.08% | -13.9% |
| Q2 2021 | $4,136,000 | – | 81,265 | – | 2.41% | – |
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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% |