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 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,974,171 | -15.2% | 401,655 | -14.4% | 11.46% | -11.7% |
| Q2 2023 | $22,365,463 | +1.2% | 469,173 | +1.6% | 12.99% | -4.7% |
| Q1 2023 | $22,101,233 | +1.9% | 461,693 | +0.9% | 13.62% | +8.1% |
| Q4 2022 | $21,683,383 | +2.3% | 457,359 | +2.1% | 12.60% | -6.2% |
| Q3 2022 | $21,205,000 | +1.7% | 447,839 | +3.8% | 13.44% | +3.8% |
| Q2 2022 | $20,846,000 | – | 431,598 | – | 12.94% | – |
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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% |