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 | $709,586 | -2.4% | 15,021 | -1.5% | 0.02% | -54.7% |
| Q2 2023 | $726,912 | +62.5% | 15,249 | +63.2% | 0.05% | +55.9% |
| Q1 2023 | $447,331 | +3.3% | 9,345 | +2.3% | 0.03% | -5.6% |
| Q4 2022 | $432,886 | -31.3% | 9,131 | -31.3% | 0.04% | -40.0% |
| Q3 2022 | $630,000 | -43.0% | 13,295 | -41.9% | 0.06% | -41.2% |
| Q2 2022 | $1,105,000 | +23.1% | 22,878 | +24.7% | 0.10% | +45.7% |
| Q1 2022 | $898,000 | -2.7% | 18,341 | -0.7% | 0.07% | +4.5% |
| Q4 2021 | $923,000 | – | 18,467 | – | 0.07% | – |
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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% |