FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 350 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. 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 ↓ |
|---|---|---|---|
| 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% |