FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 3 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,936,745 | -0.1% | 83,335 | +0.8% | 0.47% | -0.8% |
| Q2 2023 | $3,940,021 | -0.4% | 82,652 | 0.0% | 0.48% | -3.8% |
| Q1 2023 | $3,956,551 | +1.0% | 82,652 | 0.0% | 0.50% | -6.8% |
| Q4 2022 | $3,918,531 | +4.9% | 82,652 | +4.8% | 0.53% | -1.8% |
| Q3 2022 | $3,736,000 | +38.3% | 78,902 | +41.1% | 0.54% | +32.6% |
| Q2 2022 | $2,701,000 | -1.4% | 55,929 | 0.0% | 0.41% | +3.0% |
| Q1 2022 | $2,738,000 | -45.4% | 55,929 | -44.2% | 0.40% | -40.8% |
| Q4 2021 | $5,014,000 | -1.2% | 100,292 | -0.1% | 0.67% | -4.0% |
| Q3 2021 | $5,077,000 | +11.0% | 100,366 | +11.7% | 0.70% | +3.9% |
| Q2 2021 | $4,574,000 | +3.1% | 89,866 | +3.5% | 0.67% | +4.4% |
| Q1 2021 | $4,435,000 | +5.2% | 86,866 | +6.1% | 0.64% | -2.6% |
| Q4 2020 | $4,214,000 | – | 81,866 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 401,655 | $18,974,171 | 11.46% |
| TL Private Wealth | 303,445 | $14,304,409 | 8.20% |
| Weitzel Financial Services, Inc. | 281,656 | $13,224,324 | 7.72% |
| Petix & Botte Co | 460,471 | $21,752,660 | 6.86% |
| RiverTree Advisors, LLC | 186,575 | $8,813,803 | 6.56% |
| PFS Partners, LLC | 149,424 | $7,058,770 | 6.22% |
| Dominguez Wealth Management Solutions, Inc. | 104,915 | $4,956,206 | 4.58% |
| Walkner Condon Financial Advisors LLC | 344,537 | $16,275,800 | 4.32% |
| EWG Elevate Inc. | 195,164 | $9,219,555 | 4.17% |
| American Financial Advisors, LLC | 546,200 | $25,802,506 | 4.07% |