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 ↓ |
|---|---|---|---|
| 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% |