FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 375 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,232 | -3.1% | 6,334 | -2.2% | 0.08% | -2.4% |
| Q2 2023 | $308,874 | -2.7% | 6,479 | -2.3% | 0.08% | -7.8% |
| Q1 2023 | $317,539 | +1.8% | 6,633 | +0.8% | 0.09% | -3.2% |
| Q4 2022 | $311,840 | -17.3% | 6,578 | -17.3% | 0.09% | -27.3% |
| Q3 2022 | $377,000 | +12.5% | 7,953 | +14.6% | 0.13% | +16.4% |
| Q2 2022 | $335,000 | +13.2% | 6,942 | +14.8% | 0.11% | +22.2% |
| Q1 2022 | $296,000 | -6.3% | 6,048 | -4.3% | 0.09% | -4.3% |
| Q4 2021 | $316,000 | -3.4% | 6,322 | -2.3% | 0.09% | -8.7% |
| Q3 2021 | $327,000 | -0.3% | 6,468 | +0.5% | 0.10% | -12.7% |
| Q2 2021 | $328,000 | +0.3% | 6,437 | +0.5% | 0.12% | -10.6% |
| Q1 2021 | $327,000 | -0.3% | 6,403 | +0.5% | 0.13% | -13.2% |
| Q4 2020 | $328,000 | – | 6,369 | – | 0.15% | – |
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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% |