FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,224,324 | -2.8% | 281,656 | -1.3% | 7.72% | +0.0% |
| Q2 2023 | $13,603,456 | +1.8% | 285,367 | +2.5% | 7.72% | -3.8% |
| Q1 2023 | $13,357,675 | +7.8% | 278,517 | +6.6% | 8.03% | +1.5% |
| Q4 2022 | $12,391,599 | -99.9% | 261,371 | -18.9% | 7.91% | -26.2% |
| Q3 2022 | $15,266,444,000 | -0.1% | 322,417 | +1.9% | 10.72% | +3.9% |
| Q2 2022 | $15,287,722,000 | +39.4% | 316,516 | +41.2% | 10.32% | +47.2% |
| Q1 2022 | $10,969,597,000 | -5.7% | 224,098 | -3.7% | 7.01% | -0.2% |
| Q4 2021 | $11,627,624,000 | +0.2% | 232,599 | +1.5% | 7.02% | -6.7% |
| Q3 2021 | $11,600,874,000 | +5105.9% | 229,221 | -98.0% | 7.53% | -4.0% |
| Q2 2021 | $222,843,000 | +1933.6% | 11,315,967 | +5175.9% | 7.84% | +2.4% |
| Q1 2021 | $10,958,000 | +1.9% | 214,485 | +2.6% | 7.66% | -4.6% |
| Q4 2020 | $10,755,000 | – | 209,008 | – | 8.03% | – |
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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% |