FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $400,659 | -10.8% | 8,481 | -9.9% | 0.05% | -11.3% |
Q2 2023 | $448,964 | -6.2% | 9,418 | -5.8% | 0.05% | -15.9% |
Q1 2023 | $478,779 | +13.0% | 10,002 | +11.9% | 0.06% | 0.0% |
Q4 2022 | $423,844 | +3.6% | 8,940 | +3.5% | 0.06% | -6.0% |
Q3 2022 | $409,000 | -0.5% | 8,641 | +1.4% | 0.07% | 0.0% |
Q2 2022 | $411,000 | +26.5% | 8,518 | +28.1% | 0.07% | +36.7% |
Q1 2022 | $325,000 | +30.0% | 6,647 | +32.7% | 0.05% | +28.9% |
Q4 2021 | $250,000 | +23.8% | 5,010 | +25.6% | 0.04% | +15.2% |
Q3 2021 | $202,000 | +31.2% | 3,989 | +31.9% | 0.03% | +22.2% |
Q2 2021 | $154,000 | +102.6% | 3,025 | +102.1% | 0.03% | +80.0% |
Q1 2021 | $76,000 | +58.3% | 1,497 | +58.9% | 0.02% | +50.0% |
Q4 2020 | $48,000 | +20.0% | 942 | +21.2% | 0.01% | 0.0% |
Q3 2020 | $40,000 | +2.6% | 777 | +3.9% | 0.01% | -16.7% |
Q2 2020 | $39,000 | +8.3% | 748 | +6.1% | 0.01% | -36.8% |
Q1 2020 | $36,000 | +12.5% | 705 | +14.6% | 0.02% | +35.7% |
Q4 2019 | $32,000 | +33.3% | 615 | +32.0% | 0.01% | +7.7% |
Q3 2019 | $24,000 | +1100.0% | 466 | +1506.9% | 0.01% | +1200.0% |
Q2 2017 | $2,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $2,000 | – | 29 | – | 0.00% | – |
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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% |