FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 367 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is 24.80 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,339,933 | -0.6% | 49,533 | +0.3% | 1.26% | +2.4% |
| Q2 2023 | $2,353,209 | -0.9% | 49,365 | -0.5% | 1.23% | -2.6% |
| Q1 2023 | $2,375,439 | +6.0% | 49,623 | +5.0% | 1.26% | +0.7% |
| Q4 2022 | $2,241,596 | -9.5% | 47,281 | -9.6% | 1.25% | -14.0% |
| Q3 2022 | $2,476,000 | -8.1% | 52,295 | -6.3% | 1.46% | -3.6% |
| Q2 2022 | $2,694,000 | -10.4% | 55,783 | -9.2% | 1.51% | -8.2% |
| Q1 2022 | $3,007,000 | +15.1% | 61,439 | +17.6% | 1.64% | +11.4% |
| Q4 2021 | $2,612,000 | -62.3% | 52,259 | -61.8% | 1.48% | -64.3% |
| Q3 2021 | $6,922,000 | +1.3% | 136,845 | +1.9% | 4.13% | -3.3% |
| Q2 2021 | $6,836,000 | +28.8% | 134,300 | +29.2% | 4.28% | +22.0% |
| Q1 2021 | $5,306,000 | +17.9% | 103,920 | +18.9% | 3.50% | +103.0% |
| Q4 2020 | $4,499,000 | – | 87,407 | – | 1.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 354,808 | $17,737,000 | 14.08% |
| Stockman Wealth Management, Inc. | 1,200,820 | $60,029,000 | 12.25% |
| TL Private Wealth | 367,998 | $18,312,000 | 10.37% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 294,221 | $14,708,000 | 8.25% |
| PFS Partners, LLC | 215,996 | $10,797,652 | 8.01% |
| Vishria Bird Financial Group, LLC | 340,830 | $17,038,000 | 7.93% |
| Weitzel Financial Services, Inc. | 232,599 | $11,627,624,000 | 7.02% |
| WealthTrust Asset Management, LLC | 200,327 | $10,014,000 | 6.66% |
| Petix & Botte Co | 192,579 | $9,627,000 | 6.12% |
| Clear Perspective Advisors, LLC | 392,649 | $19,629,000 | 5.96% |