FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,545 | +0.2% | 10,892 | +1.1% | 0.04% | +2.6% |
| Q2 2023 | $513,658 | -18.0% | 10,775 | -17.7% | 0.04% | -20.4% |
| Q1 2023 | $626,380 | -35.4% | 13,085 | -36.0% | 0.05% | -38.0% |
| Q4 2022 | $969,914 | -28.6% | 20,458 | -28.7% | 0.08% | -38.8% |
| Q3 2022 | $1,358,000 | -3.1% | 28,675 | -1.2% | 0.13% | +9.3% |
| Q2 2022 | $1,402,000 | -5.2% | 29,028 | -3.9% | 0.12% | +8.3% |
| Q1 2022 | $1,479,000 | -54.2% | 30,207 | -53.3% | 0.11% | -40.4% |
| Q4 2021 | $3,230,000 | -23.4% | 64,622 | -22.5% | 0.18% | -28.8% |
| Q3 2021 | $4,216,000 | +1.1% | 83,357 | +1.7% | 0.26% | -1.5% |
| Q2 2021 | $4,172,000 | +7.8% | 81,974 | +8.2% | 0.26% | -4.0% |
| Q1 2021 | $3,869,000 | +45.5% | 75,777 | +46.6% | 0.27% | +36.0% |
| Q4 2020 | $2,660,000 | +19.8% | 51,679 | +20.3% | 0.20% | +3.6% |
| Q3 2020 | $2,220,000 | +42.0% | 42,965 | +42.1% | 0.19% | +27.0% |
| Q2 2020 | $1,563,000 | -13.6% | 30,241 | -14.7% | 0.15% | -23.6% |
| Q1 2020 | $1,809,000 | +40.8% | 35,467 | +43.0% | 0.20% | +56.7% |
| Q4 2019 | $1,285,000 | +35.7% | 24,808 | +36.2% | 0.13% | -46.2% |
| Q3 2019 | $947,000 | -50.6% | 18,213 | -50.9% | 0.24% | +21.6% |
| Q2 2019 | $1,916,000 | +6.3% | 37,082 | +5.4% | 0.19% | +4.3% |
| Q1 2019 | $1,803,000 | +8.2% | 35,172 | +7.7% | 0.19% | -6.5% |
| Q4 2018 | $1,667,000 | +634.4% | 32,660 | +634.9% | 0.20% | +210.9% |
| Q3 2018 | $227,000 | – | 4,444 | – | 0.06% | – |
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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% |