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 | $164,679 | -22.3% | 3,486 | -21.6% | 0.00% | – |
| Q2 2023 | $211,894 | +71.8% | 4,445 | +72.5% | 0.00% | – |
| Q1 2023 | $123,361 | +3.5% | 2,577 | +2.5% | 0.00% | – |
| Q4 2022 | $119,236 | -11.7% | 2,515 | -12.0% | 0.00% | – |
| Q3 2022 | $135,000 | +125.0% | 2,857 | +128.6% | 0.00% | – |
| Q2 2022 | $60,000 | -11.8% | 1,250 | -10.9% | 0.00% | – |
| Q1 2022 | $68,000 | -2.9% | 1,403 | +0.1% | 0.00% | – |
| Q4 2021 | $70,000 | -1.4% | 1,402 | +0.1% | 0.00% | – |
| Q3 2021 | $71,000 | +10.9% | 1,401 | +12.1% | 0.00% | – |
| Q2 2021 | $64,000 | -50.0% | 1,250 | -50.0% | 0.00% | – |
| Q1 2021 | $128,000 | -20.0% | 2,500 | -19.8% | 0.00% | – |
| Q4 2020 | $160,000 | +207.7% | 3,118 | +211.8% | 0.00% | – |
| Q3 2020 | $52,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2020 | $52,000 | +2.0% | 1,000 | 0.0% | 0.00% | – |
| Q1 2020 | $51,000 | -1.9% | 1,000 | 0.0% | 0.00% | – |
| Q4 2019 | $52,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q3 2019 | $52,000 | -59.1% | 1,000 | -59.4% | 0.00% | – |
| Q2 2019 | $127,000 | +1170.0% | 2,463 | +1131.5% | 0.00% | – |
| Q1 2019 | $10,000 | -52.4% | 200 | -51.1% | 0.00% | – |
| Q4 2018 | $21,000 | +10.5% | 409 | +13.9% | 0.00% | – |
| Q3 2018 | $19,000 | -85.6% | 359 | -86.1% | 0.00% | – |
| Q2 2018 | $132,000 | +0.8% | 2,579 | +0.8% | 0.00% | – |
| Q1 2018 | $131,000 | -8.4% | 2,559 | -7.1% | 0.00% | – |
| Q4 2017 | $143,000 | +150.9% | 2,756 | +151.2% | 0.00% | – |
| Q3 2017 | $57,000 | 0.0% | 1,097 | +0.5% | 0.00% | – |
| Q2 2017 | $57,000 | -36.7% | 1,092 | -36.9% | 0.00% | – |
| Q1 2017 | $90,000 | – | 1,730 | – | 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% |