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 2023 | $146,350 | -0.9% | 3,098 | 0.0% | 0.07% | +2.8% |
| Q2 2023 | $147,682 | -5.7% | 3,098 | -5.3% | 0.07% | -10.0% |
| Q1 2023 | $156,679 | +1.0% | 3,273 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $155,173 | -22.8% | 3,273 | -22.9% | 0.08% | -28.9% |
| Q3 2022 | $201,000 | -2.0% | 4,243 | 0.0% | 0.11% | +2.7% |
| Q2 2022 | $205,000 | -1.4% | 4,243 | 0.0% | 0.11% | +9.9% |
| Q1 2022 | $208,000 | -1.9% | 4,243 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $212,000 | -1.4% | 4,243 | 0.0% | 0.10% | -13.7% |
| Q3 2021 | $215,000 | -0.5% | 4,243 | 0.0% | 0.12% | +3.5% |
| Q2 2021 | $216,000 | -0.5% | 4,243 | 0.0% | 0.11% | -7.4% |
| Q1 2021 | $217,000 | +1.9% | 4,243 | +2.3% | 0.12% | -7.6% |
| Q4 2020 | $213,000 | – | 4,146 | – | 0.13% | – |
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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% |