FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 364 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,740 | -0.9% | 439 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20,927 | +0.0% | 439 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $20,918 | +99509.5% | 439 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21 | -99.9% | 439 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $21,000 | -99.9% | 439 | -99.9% | 0.00% | -99.8% |
| Q1 2022 | $16,451,000 | -19.4% | 335,699 | -17.7% | 0.44% | -2.9% |
| Q4 2021 | $20,412,000 | +2.2% | 408,090 | +3.5% | 0.45% | -14.4% |
| Q3 2021 | $19,977,000 | +11.1% | 394,289 | +12.2% | 0.53% | +8.6% |
| Q2 2021 | $17,984,000 | -4.2% | 351,364 | -4.8% | 0.49% | -2.4% |
| Q1 2021 | $18,769,000 | – | 369,204 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 354,808 | $17,737,000 | 14.08% |
| Stockman Wealth Management, Inc. | 1,200,820 | $60,029,000 | 12.25% |
| TL Private Wealth | 367,998 | $18,312,000 | 10.37% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 294,221 | $14,708,000 | 8.25% |
| PFS Partners, LLC | 215,996 | $10,797,652 | 8.01% |
| Vishria Bird Financial Group, LLC | 340,830 | $17,038,000 | 7.93% |
| Weitzel Financial Services, Inc. | 232,599 | $11,627,624,000 | 7.02% |
| WealthTrust Asset Management, LLC | 200,327 | $10,014,000 | 6.66% |
| Petix & Botte Co | 192,579 | $9,627,000 | 6.12% |
| Clear Perspective Advisors, LLC | 392,649 | $19,629,000 | 5.96% |