FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 3 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,441 | -55.8% | 5,746 | -55.4% | 0.08% | -11.6% |
| Q2 2023 | $614,084 | -60.3% | 12,882 | -60.5% | 0.09% | -81.6% |
| Q1 2023 | $1,547,178 | 0.0% | 32,634 | 0.0% | 0.47% | 0.0% |
| Q4 2022 | $1,547,178 | -20.6% | 32,634 | -20.7% | 0.47% | -27.1% |
| Q3 2022 | $1,948,000 | -5.9% | 41,139 | -4.0% | 0.64% | 0.0% |
| Q2 2022 | $2,070,000 | -62.7% | 42,851 | -62.2% | 0.64% | -14.6% |
| Q1 2022 | $5,546,000 | +60.2% | 113,282 | +63.6% | 0.75% | -18.8% |
| Q4 2021 | $3,462,000 | -36.7% | 69,253 | -35.9% | 0.93% | -38.9% |
| Q3 2021 | $5,468,000 | – | 108,107 | – | 1.52% | – |
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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% |