FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,651 | -0.9% | 6,449 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $307,424 | -16.4% | 6,449 | -16.0% | 0.03% | -23.5% |
| Q1 2023 | $367,594 | +1.0% | 7,679 | 0.0% | 0.03% | -5.6% |
| Q4 2022 | $364,061 | -14.7% | 7,679 | -14.8% | 0.04% | -20.0% |
| Q3 2022 | $427,000 | +0.9% | 9,009 | +2.9% | 0.04% | 0.0% |
| Q2 2022 | $423,000 | -1.4% | 8,757 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $429,000 | -2.1% | 8,757 | 0.0% | 0.04% | +2.3% |
| Q4 2021 | $438,000 | -6.4% | 8,757 | -5.4% | 0.04% | -15.4% |
| Q3 2021 | $468,000 | -0.6% | 9,257 | 0.0% | 0.05% | -5.5% |
| Q2 2021 | $471,000 | – | 9,257 | – | 0.06% | – |
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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% |