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 | $1,774,159 | -15.0% | 37,556 | -14.3% | 0.99% | -12.9% |
| Q2 2023 | $2,087,958 | +0.8% | 43,800 | +1.2% | 1.13% | -1.7% |
| Q1 2023 | $2,072,304 | +12.4% | 43,290 | +11.3% | 1.15% | +14.2% |
| Q4 2022 | $1,843,647 | -6.4% | 38,888 | -6.6% | 1.01% | -12.3% |
| Q3 2022 | $1,970,000 | +1.1% | 41,621 | +3.1% | 1.15% | +6.7% |
| Q2 2022 | $1,949,000 | +0.1% | 40,355 | +0.9% | 1.08% | +10.5% |
| Q1 2022 | $1,948,000 | -11.2% | 39,992 | -8.9% | 0.98% | +6.7% |
| Q4 2021 | $2,194,000 | -9.2% | 43,898 | -8.1% | 0.92% | -24.3% |
| Q3 2021 | $2,416,000 | +16.7% | 47,777 | +17.4% | 1.21% | +14.2% |
| Q2 2021 | $2,071,000 | -11.3% | 40,693 | -11.0% | 1.06% | -15.7% |
| Q1 2021 | $2,335,000 | +0.0% | 45,735 | +0.8% | 1.26% | +0.6% |
| Q4 2020 | $2,334,000 | – | 45,351 | – | 1.25% | – |
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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% |