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 | $477,833 | -1.9% | 10,115 | -1.0% | 0.33% | +18.1% |
| Q2 2023 | $486,997 | -1.6% | 10,216 | -1.1% | 0.28% | -20.3% |
| Q1 2023 | $494,689 | -4.8% | 10,334 | -5.7% | 0.35% | -16.9% |
| Q4 2022 | $519,708 | -39.9% | 10,962 | -40.0% | 0.43% | -53.2% |
| Q3 2022 | $865,000 | -35.3% | 18,273 | -33.9% | 0.91% | -33.6% |
| Q2 2022 | $1,336,000 | -96.0% | 27,656 | -96.0% | 1.37% | -93.9% |
| Q1 2022 | $33,505,000 | +88.9% | 684,471 | +92.9% | 22.44% | +59.4% |
| Q4 2021 | $17,737,000 | – | 354,808 | – | 14.08% | – |
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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% |