FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,394,405 | -2.9% | 29,517 | -1.9% | 1.52% | +1.7% |
| Q2 2023 | $1,435,641 | +7.7% | 30,085 | +8.7% | 1.49% | -2.0% |
| Q1 2023 | $1,332,446 | +1.7% | 27,679 | +0.1% | 1.52% | -3.1% |
| Q4 2022 | $1,310,525 | +329.3% | 27,642 | +328.8% | 1.57% | +295.7% |
| Q3 2022 | $305,281 | -10.3% | 6,447 | -8.5% | 0.40% | -7.5% |
| Q2 2022 | $340,287 | -31.5% | 7,045 | -30.5% | 0.43% | -10.4% |
| Q1 2022 | $496,506 | +4.3% | 10,143 | +6.5% | 0.48% | +7.4% |
| Q4 2021 | $476,018 | – | 9,522 | – | 0.45% | – |
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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% |