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 | $142 | -75.2% | 3 | -75.0% | 0.00% | – |
| Q2 2023 | $572 | +98.6% | 12 | +100.0% | 0.00% | – |
| Q1 2023 | $288 | +51.6% | 6 | +50.0% | 0.00% | – |
| Q4 2022 | $190 | -90.5% | 4 | -92.2% | 0.00% | – |
| Q3 2022 | $2,000 | – | 51 | +537.5% | 0.00% | – |
| Q2 2022 | $0 | – | 8 | +100.0% | 0.00% | – |
| Q1 2022 | $0 | – | 4 | +100.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 2 | -99.8% | 0.00% | – |
| Q2 2021 | $44,000 | +4300.0% | 865 | +7763.6% | 0.00% | – |
| Q1 2021 | $1,000 | – | 11 | +83.3% | 0.00% | – |
| Q4 2020 | $0 | – | 6 | +500.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q2 2020 | $9,000 | – | 171 | +2750.0% | 0.00% | – |
| Q1 2020 | $0 | – | 6 | +20.0% | 0.00% | – |
| Q3 2019 | $0 | – | 5 | +150.0% | 0.00% | – |
| Q2 2019 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 2 | -33.3% | 0.00% | – |
| Q4 2018 | $0 | – | 3 | +50.0% | 0.00% | – |
| Q3 2018 | $0 | – | 2 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT GUYS FORMULA LLC | 684,471 | $33,505,000 | 22.44% |
| Stockman Wealth Management, Inc. | 1,165,355 | $57,044,000 | 11.84% |
| TL Private Wealth | 376,304 | $18,379,000 | 9.72% |
| PFS Partners, LLC | 221,203 | $10,827,890 | 9.36% |
| WealthTrust Asset Management, LLC | 208,198 | $10,191,000 | 7.26% |
| Weitzel Financial Services, Inc. | 224,098 | $10,969,597,000 | 7.01% |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 343,855 | $16,832,000 | 6.69% |
| Petix & Botte Co | 414,156 | $20,273,000 | 6.25% |
| WEST MICHIGAN ADVISORS, LLC | 417 | $8,528,000 | 5.76% |
| GW HENSSLER & ASSOCIATES LTD | 1,759,182 | $86,112,000 | 5.23% |