FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 307 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $448,308 | -3.5% | 9,490 | -2.7% | 0.39% | +4.9% |
| Q2 2023 | $464,783 | -17.4% | 9,750 | -17.0% | 0.37% | -5.9% |
| Q1 2023 | $562,664 | -2.6% | 11,754 | -3.5% | 0.39% | -2.7% |
| Q4 2022 | $577,406 | -46.0% | 12,179 | -46.1% | 0.40% | -44.1% |
| Q3 2022 | $1,070,000 | -11.0% | 22,608 | -9.2% | 0.72% | -5.1% |
| Q2 2022 | $1,202,000 | -6.3% | 24,889 | -5.0% | 0.76% | -6.3% |
| Q1 2022 | $1,283,000 | +4.6% | 26,209 | +6.9% | 0.81% | -8.6% |
| Q4 2021 | $1,226,000 | -1.4% | 24,524 | -0.2% | 0.88% | -2.4% |
| Q3 2021 | $1,243,000 | +1.6% | 24,575 | +2.3% | 0.91% | -11.0% |
| Q2 2021 | $1,223,000 | +12.1% | 24,034 | +12.5% | 1.02% | +10.0% |
| Q1 2021 | $1,091,000 | +24.7% | 21,360 | +25.6% | 0.93% | +28.6% |
| Q4 2020 | $875,000 | +36.5% | 17,000 | +37.1% | 0.72% | +39.5% |
| Q3 2020 | $641,000 | – | 12,400 | – | 0.52% | – |
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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% |