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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,122 | +0.4% | 296 | +1.0% | 0.01% | 0.0% |
| Q1 2023 | $14,061 | +1.5% | 293 | +0.3% | 0.01% | +27.3% |
| Q4 2022 | $13,848 | -1.1% | 292 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $14,000 | 0.0% | 289 | +0.3% | 0.01% | +10.0% |
| Q2 2022 | $14,000 | 0.0% | 288 | +0.3% | 0.01% | +11.1% |
| Q1 2022 | $14,000 | -75.4% | 287 | -74.9% | 0.01% | -74.3% |
| Q4 2021 | $57,000 | -54.8% | 1,144 | -53.9% | 0.04% | -56.2% |
| Q3 2021 | $126,000 | 0.0% | 2,481 | +0.5% | 0.08% | +2.6% |
| Q2 2021 | $126,000 | +0.8% | 2,469 | +0.5% | 0.08% | -3.7% |
| Q1 2021 | $125,000 | -0.8% | 2,456 | +0.5% | 0.08% | -4.7% |
| Q4 2020 | $126,000 | – | 2,443 | – | 0.08% | – |
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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% |