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 | $8,911 | +2.5% | 188,631 | +3.4% | 0.05% | +2.1% |
| Q2 2023 | $8,695 | -7.1% | 182,394 | -6.7% | 0.05% | -27.3% |
| Q1 2023 | $9,358 | -6.3% | 195,483 | -7.2% | 0.07% | 0.0% |
| Q4 2022 | $9,988 | -99.9% | 210,681 | +5.6% | 0.07% | -8.3% |
| Q3 2022 | $9,446,000 | -6.6% | 199,498 | -4.7% | 0.07% | -6.5% |
| Q2 2022 | $10,116,000 | -2.8% | 209,439 | -1.5% | 0.08% | +5.5% |
| Q1 2022 | $10,403,000 | -12.3% | 212,532 | -10.5% | 0.07% | -14.1% |
| Q4 2021 | $11,865,000 | +4.6% | 237,347 | +5.8% | 0.08% | -5.6% |
| Q3 2021 | $11,348,000 | -9.0% | 224,359 | -8.4% | 0.09% | -14.3% |
| Q2 2021 | $12,468,000 | +8.5% | 244,945 | +8.9% | 0.10% | -4.5% |
| Q1 2021 | $11,486,000 | +5.6% | 224,958 | +6.4% | 0.11% | -5.2% |
| Q4 2020 | $10,880,000 | -3.8% | 211,387 | -3.4% | 0.12% | -18.3% |
| Q3 2020 | $11,314,000 | -49.5% | 218,930 | -49.5% | 0.14% | -52.7% |
| Q2 2020 | $22,421,000 | +98.8% | 433,849 | +96.2% | 0.30% | +54.6% |
| Q1 2020 | $11,280,000 | +7.3% | 221,172 | +9.0% | 0.19% | +29.3% |
| Q4 2019 | $10,509,000 | -6.8% | 202,879 | -6.5% | 0.15% | -17.6% |
| Q3 2019 | $11,281,000 | -8.9% | 216,983 | -9.4% | 0.18% | +2.2% |
| Q2 2019 | $12,380,000 | -0.5% | 239,559 | -1.2% | 0.18% | -7.3% |
| Q1 2019 | $12,436,000 | +40.4% | 242,518 | +39.8% | 0.19% | +20.8% |
| Q4 2018 | $8,857,000 | +15.2% | 173,500 | +15.0% | 0.16% | +22.3% |
| Q3 2018 | $7,691,000 | +33.7% | 150,892 | +34.2% | 0.13% | +4.0% |
| Q2 2018 | $5,753,000 | +3.9% | 112,420 | +4.3% | 0.12% | +6.8% |
| Q1 2018 | $5,535,000 | +30.0% | 107,753 | +30.7% | 0.12% | +44.4% |
| Q4 2017 | $4,257,000 | -4.6% | 82,429 | -4.0% | 0.08% | -12.0% |
| Q3 2017 | $4,463,000 | +6.1% | 85,841 | +6.3% | 0.09% | +13.6% |
| Q2 2017 | $4,206,000 | – | 80,737 | – | 0.08% | – |
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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% |