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 | $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 ↓ |
|---|---|---|---|
| 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% |