FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,263 | -6.3% | 8,727 | -5.5% | 0.14% | -4.1% |
| Q2 2023 | $440,042 | -10.9% | 9,231 | -10.5% | 0.15% | -23.7% |
| Q1 2023 | $493,779 | +0.2% | 10,315 | -0.8% | 0.19% | +2.1% |
| Q4 2022 | $492,732 | -2.1% | 10,393 | -2.3% | 0.19% | -23.1% |
| Q3 2022 | $503,473 | -2.5% | 10,633 | -0.6% | 0.25% | +4.7% |
| Q2 2022 | $516,424 | -5.7% | 10,692 | -4.4% | 0.24% | +3.5% |
| Q1 2022 | $547,408 | -9.8% | 11,183 | -7.9% | 0.23% | -8.4% |
| Q4 2021 | $606,729 | -14.7% | 12,137 | -13.6% | 0.25% | -23.6% |
| Q3 2021 | $710,902 | -2.0% | 14,055 | -1.4% | 0.33% | -4.7% |
| Q2 2021 | $725,732 | -2.2% | 14,258 | -1.9% | 0.34% | -18.8% |
| Q1 2021 | $742,310 | -4.5% | 14,538 | -3.7% | 0.42% | -19.7% |
| Q4 2020 | $776,888 | – | 15,094 | – | 0.52% | – |
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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% |