FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 354 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $205,000 | -52.5% | 4,105 | -52.0% | 0.06% | -42.1% |
Q3 2021 | $432,000 | -7.1% | 8,545 | -6.4% | 0.10% | +8.0% |
Q2 2021 | $465,000 | -3.3% | 9,125 | -3.2% | 0.09% | -6.4% |
Q1 2021 | $481,000 | -2.4% | 9,430 | -1.6% | 0.09% | +6.8% |
Q4 2020 | $493,000 | +21.7% | 9,588 | +22.5% | 0.09% | +6.0% |
Q3 2020 | $405,000 | 0.0% | 7,828 | 0.0% | 0.08% | -5.7% |
Q2 2020 | $405,000 | +11.3% | 7,828 | +9.7% | 0.09% | -2.2% |
Q1 2020 | $364,000 | – | 7,137 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stockman Wealth Management, Inc. | 1,226,578 | $62,040,000 | 13.81% |
Quaker Wealth Management, LLC | 223,916 | $11,326,000 | 12.99% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 342,242 | $17,311,000 | 10.18% |
TL Private Wealth | 334,747 | $16,855,000 | 9.21% |
Vishria Bird Financial Group, LLC | 315,243 | $15,945,000 | 8.37% |
Walkner Condon Financial Advisors LLC | 330,444 | $16,716,000 | 8.23% |
Weitzel Financial Services, Inc. | 229,221 | $11,600,874,000 | 7.53% |
Clear Perspective Advisors, LLC | 425,730 | $21,533,000 | 7.37% |
Ascension Capital Advisors, Inc. | 203,218 | $10,279,000 | 6.72% |
Petix & Botte Co | 333,817 | $16,891,000 | 5.72% |