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 | $1,250,481 | +22.5% | 26,471 | +23.6% | 1.12% | +20.1% |
| Q2 2023 | $1,020,835 | +6.9% | 21,415 | +7.3% | 0.94% | -2.6% |
| Q1 2023 | $955,061 | +37.3% | 19,951 | +36.0% | 0.96% | +25.3% |
| Q4 2022 | $695,586 | +26.9% | 14,672 | +26.9% | 0.77% | +15.4% |
| Q3 2022 | $548,000 | +8.5% | 11,564 | +10.6% | 0.66% | +9.2% |
| Q2 2022 | $505,000 | +43.1% | 10,458 | +45.1% | 0.61% | +63.9% |
| Q1 2022 | $353,000 | +36.8% | 7,206 | +39.5% | 0.37% | +42.1% |
| Q4 2021 | $258,000 | – | 5,165 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 401,655 | $18,974,171 | 11.46% |
| TL Private Wealth | 303,445 | $14,304,409 | 8.20% |
| Weitzel Financial Services, Inc. | 281,656 | $13,224,324 | 7.72% |
| Petix & Botte Co | 460,471 | $21,752,660 | 6.86% |
| RiverTree Advisors, LLC | 186,575 | $8,813,803 | 6.56% |
| PFS Partners, LLC | 149,424 | $7,058,770 | 6.22% |
| Dominguez Wealth Management Solutions, Inc. | 104,915 | $4,956,206 | 4.58% |
| Walkner Condon Financial Advisors LLC | 344,537 | $16,275,800 | 4.32% |
| EWG Elevate Inc. | 195,164 | $9,219,555 | 4.17% |
| American Financial Advisors, LLC | 546,200 | $25,802,506 | 4.07% |