FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $57,510 | -7.5% | 1,217 | -6.7% | 0.02% | -16.7% |
Q2 2023 | $62,162 | -43.3% | 1,304 | -43.0% | 0.02% | -45.5% |
Q1 2023 | $109,574 | -2.7% | 2,289 | -3.5% | 0.03% | -8.3% |
Q4 2022 | $112,575 | +1.3% | 2,373 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $111,175 | +28.2% | 2,373 | +32.2% | 0.04% | +28.6% |
Q2 2022 | $86,699 | -25.1% | 1,795 | -24.1% | 0.03% | -22.2% |
Q1 2022 | $115,718 | -15.1% | 2,365 | -13.3% | 0.04% | -18.2% |
Q4 2021 | $136,268 | +12.4% | 2,727 | +13.5% | 0.04% | 0.0% |
Q3 2021 | $121,231 | -20.5% | 2,403 | -19.8% | 0.04% | -36.2% |
Q2 2021 | $152,547 | +79.9% | 2,997 | +80.4% | 0.07% | +53.3% |
Q1 2021 | $84,811 | +3.8% | 1,661 | +4.7% | 0.04% | -8.2% |
Q4 2020 | $81,683 | – | 1,587 | – | 0.05% | – |
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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% |