FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $79,503,359 | +5809.1% | 1,667,786 | +5833.9% | 33.63% | +5018.1% |
| Q1 2023 | $1,345,434 | -45.6% | 28,106 | -46.1% | 0.66% | -46.1% |
| Q4 2022 | $2,471,805 | +670.0% | 52,137 | +668.4% | 1.22% | +573.5% |
| Q3 2022 | $321,000 | -8.8% | 6,785 | -7.0% | 0.18% | -32.7% |
| Q2 2022 | $352,000 | -49.6% | 7,295 | -48.9% | 0.27% | -28.5% |
| Q1 2022 | $699,000 | -9.9% | 14,272 | -8.0% | 0.38% | +8.0% |
| Q4 2021 | $776,000 | -84.0% | 15,520 | -83.8% | 0.35% | -85.1% |
| Q3 2021 | $4,840,000 | +1.0% | 95,688 | +1.7% | 2.33% | +0.2% |
| Q2 2021 | $4,791,000 | -9.0% | 94,127 | -8.9% | 2.33% | -19.9% |
| Q1 2021 | $5,262,000 | -45.8% | 103,368 | -45.2% | 2.91% | -49.3% |
| Q4 2020 | $9,710,000 | -5.6% | 188,661 | -5.2% | 5.73% | -24.9% |
| Q3 2020 | $10,282,000 | +128.0% | 198,948 | +128.0% | 7.64% | +102.3% |
| Q2 2020 | $4,510,000 | +153.1% | 87,264 | +149.7% | 3.78% | -27.4% |
| Q1 2020 | $1,782,000 | – | 34,948 | – | 5.20% | – |
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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% |