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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $5,379,200 | -31.7% | 112,371 | -32.3% | 5.12% | -32.8% |
Q4 2022 | $7,871,956 | -18.1% | 166,040 | -18.2% | 7.61% | -24.8% |
Q3 2022 | $9,609,000 | +9.1% | 202,941 | +11.3% | 10.13% | +21.8% |
Q2 2022 | $8,809,000 | -13.6% | 182,371 | -12.4% | 8.32% | +14.6% |
Q1 2022 | $10,191,000 | +1.8% | 208,198 | +3.9% | 7.26% | +8.9% |
Q4 2021 | $10,014,000 | +192.0% | 200,327 | +195.5% | 6.66% | +118.3% |
Q3 2021 | $3,429,000 | +190.8% | 67,795 | +192.7% | 3.05% | +198.0% |
Q2 2021 | $1,179,000 | – | 23,165 | – | 1.02% | – |
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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% |