FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,062,874 | -19.3% | 64,836 | -18.6% | 2.86% | -17.7% |
| Q2 2023 | $3,797,456 | -3.7% | 79,661 | -3.3% | 3.48% | -4.2% |
| Q1 2023 | $3,942,493 | -14.0% | 82,358 | -14.8% | 3.63% | -11.3% |
| Q4 2022 | $4,584,120 | -2.6% | 96,691 | -2.7% | 4.10% | -8.6% |
| Q3 2022 | $4,707,000 | -8.4% | 99,418 | -6.6% | 4.48% | -3.6% |
| Q2 2022 | $5,139,000 | +2.9% | 106,400 | +4.3% | 4.65% | +17.5% |
| Q1 2022 | $4,993,000 | +1.7% | 102,009 | +3.9% | 3.95% | +4.2% |
| Q4 2021 | $4,909,000 | – | 98,198 | – | 3.80% | – |
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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% |