FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1 | -99.8% | 12 | -99.9% | 0.00% | -100.0% |
Q2 2023 | $565 | -0.4% | 11,853 | +0.1% | 0.14% | +6.0% |
Q1 2023 | $567 | -0.4% | 11,847 | -1.3% | 0.13% | -22.7% |
Q4 2022 | $569 | -99.9% | 11,997 | -4.2% | 0.17% | -0.6% |
Q3 2022 | $593,000 | -6.5% | 12,520 | -4.6% | 0.17% | +3.6% |
Q2 2022 | $634,000 | -5.9% | 13,120 | -5.3% | 0.17% | +5.0% |
Q1 2022 | $674,000 | -13.4% | 13,849 | -11.6% | 0.16% | -9.1% |
Q4 2021 | $778,000 | -27.1% | 15,674 | -25.7% | 0.18% | -41.7% |
Q3 2021 | $1,067,000 | -18.1% | 21,100 | -17.3% | 0.30% | -50.6% |
Q2 2021 | $1,303,000 | 0.0% | 25,513 | 0.0% | 0.61% | +5.2% |
Q1 2021 | $1,303,000 | +1.4% | 25,513 | +2.2% | 0.58% | -4.8% |
Q4 2020 | $1,285,000 | – | 24,965 | – | 0.61% | – |
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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% |