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 | $696,601 | -24.5% | 14,746 | -23.8% | 0.00% | 0.0% |
| Q2 2023 | $923,081 | -49.9% | 19,364 | -49.7% | 0.00% | -66.7% |
| Q1 2023 | $1,844,048 | -50.1% | 38,522 | -50.6% | 0.00% | -57.1% |
| Q4 2022 | $3,696,321 | -3.9% | 77,965 | -4.1% | 0.01% | -12.5% |
| Q3 2022 | $3,847,000 | -4.0% | 81,262 | -2.0% | 0.01% | 0.0% |
| Q2 2022 | $4,006,000 | -0.4% | 82,934 | +0.9% | 0.01% | +14.3% |
| Q1 2022 | $4,023,000 | -1.1% | 82,177 | +1.0% | 0.01% | +16.7% |
| Q4 2021 | $4,069,000 | -2.0% | 81,398 | -0.8% | 0.01% | -25.0% |
| Q3 2021 | $4,152,000 | -2.4% | 82,082 | -1.7% | 0.01% | 0.0% |
| Q2 2021 | $4,252,000 | +3.5% | 83,535 | +3.8% | 0.01% | 0.0% |
| Q1 2021 | $4,108,000 | -64.7% | 80,453 | -64.4% | 0.01% | -68.0% |
| Q4 2020 | $11,633,000 | +238.7% | 226,015 | +240.0% | 0.02% | +212.5% |
| Q3 2020 | $3,435,000 | +12.3% | 66,466 | +12.3% | 0.01% | 0.0% |
| Q2 2020 | $3,059,000 | -26.7% | 59,203 | -27.7% | 0.01% | -38.5% |
| Q1 2020 | $4,174,000 | -2.4% | 81,846 | -0.9% | 0.01% | +18.2% |
| Q4 2019 | $4,278,000 | +8.6% | 82,585 | +9.0% | 0.01% | 0.0% |
| Q3 2019 | $3,939,000 | -3.1% | 75,766 | -3.7% | 0.01% | 0.0% |
| Q2 2019 | $4,065,000 | +103.1% | 78,662 | +101.6% | 0.01% | +83.3% |
| Q1 2019 | $2,001,000 | +8.9% | 39,015 | +8.4% | 0.01% | 0.0% |
| Q4 2018 | $1,837,000 | -14.4% | 35,991 | -14.5% | 0.01% | 0.0% |
| Q3 2018 | $2,146,000 | +21360.0% | 42,114 | +20957.0% | 0.01% | – |
| Q2 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $10,000 | -68.8% | 200 | -67.7% | 0.00% | – |
| Q4 2017 | $32,000 | – | 620 | – | 0.00% | – |
Download | ||||||
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% |