FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 369 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,058,770 | -0.7% | 149,424 | +0.2% | 6.22% | +4.6% |
| Q2 2023 | $7,107,210 | -1.5% | 149,092 | -1.1% | 5.95% | -15.6% |
| Q1 2023 | $7,214,893 | -1.0% | 150,718 | -2.0% | 7.05% | -8.1% |
| Q4 2022 | $7,289,524 | -0.7% | 153,755 | -0.8% | 7.67% | -3.3% |
| Q3 2022 | $7,339,554 | -7.7% | 155,006 | -5.9% | 7.94% | +2.5% |
| Q2 2022 | $7,954,369 | -26.5% | 164,687 | -25.5% | 7.74% | -17.3% |
| Q1 2022 | $10,827,890 | +0.3% | 221,203 | +2.4% | 9.36% | +17.0% |
| Q4 2021 | $10,797,652 | – | 215,996 | – | 8.01% | – |
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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% |