FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,897,323 | +17.1% | 315,354 | +18.1% | 0.15% | +15.0% |
| Q2 2023 | $12,724,172 | +23.1% | 266,922 | +23.6% | 0.13% | +13.4% |
| Q1 2023 | $10,333,897 | -36.9% | 215,874 | -37.5% | 0.11% | -22.8% |
| Q4 2022 | $16,366,548 | -99.9% | 345,213 | -51.1% | 0.14% | -19.0% |
| Q3 2022 | $16,737,721,000 | +92098.5% | 706,260 | +87.9% | 0.18% | -4.3% |
| Q2 2022 | $18,154,000 | -1.5% | 375,868 | -0.1% | 0.19% | -2.6% |
| Q1 2022 | $18,425,000 | +13.4% | 376,400 | +15.8% | 0.19% | +17.1% |
| Q4 2021 | $16,245,000 | -4.3% | 324,975 | -3.2% | 0.16% | -3.5% |
| Q3 2021 | $16,977,000 | -13.3% | 335,638 | -12.8% | 0.17% | -23.4% |
| Q2 2021 | $19,582,000 | +9.8% | 384,711 | +10.1% | 0.22% | -1.8% |
| Q1 2021 | $17,834,000 | -20.9% | 349,279 | -20.1% | 0.23% | -13.4% |
| Q4 2020 | $22,533,000 | -99.9% | 437,287 | +9.9% | 0.26% | -32.0% |
| Q3 2020 | $20,563,000,000 | – | 397,749 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 684,471 | $33,505,000 | 22.44% |
| Stockman Wealth Management, Inc. | 1,165,355 | $57,044,000 | 11.84% |
| TL Private Wealth | 376,304 | $18,379,000 | 9.72% |
| PFS Partners, LLC | 221,203 | $10,827,890 | 9.36% |
| WealthTrust Asset Management, LLC | 208,198 | $10,191,000 | 7.26% |
| Weitzel Financial Services, Inc. | 224,098 | $10,969,597,000 | 7.01% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 343,855 | $16,832,000 | 6.69% |
| Petix & Botte Co | 414,156 | $20,273,000 | 6.25% |
| WEST MICHIGAN ADVISORS, LLC | 417 | $8,528,000 | 5.76% |
| GW HENSSLER & ASSOCIATES LTD | 1,759,182 | $86,112,000 | 5.23% |