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 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,341,125 | -14.1% | 28,390 | -13.3% | 0.91% | -8.9% |
| Q2 2023 | $1,560,795 | -2.3% | 32,742 | -1.9% | 1.00% | -5.9% |
| Q1 2023 | $1,597,311 | -32.0% | 33,368 | -32.6% | 1.06% | -35.2% |
| Q4 2022 | $2,347,653 | +14.6% | 49,518 | +14.4% | 1.63% | -1.7% |
| Q3 2022 | $2,049,000 | -30.0% | 43,281 | -28.6% | 1.66% | -25.2% |
| Q2 2022 | $2,928,000 | +7.9% | 60,606 | +9.3% | 2.22% | +27.7% |
| Q1 2022 | $2,714,000 | -27.9% | 55,437 | -26.3% | 1.74% | -24.5% |
| Q4 2021 | $3,762,000 | +38.6% | 75,260 | +35.8% | 2.30% | +32.5% |
| Q1 2021 | $2,714,000 | – | 55,437 | – | 1.74% | – |
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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% |