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 | $2,510 | -9.0% | 53,124 | -8.2% | 0.34% | -3.1% |
| Q2 2023 | $2,759 | -7.3% | 57,871 | -7.0% | 0.36% | -11.9% |
| Q1 2023 | $2,977 | -99.9% | 62,197 | -8.0% | 0.40% | 0.0% |
| Q4 2021 | $3,378,000 | +22.2% | 67,578 | +23.6% | 0.40% | +1.5% |
| Q3 2021 | $2,765,000 | -2.6% | 54,672 | -2.0% | 0.40% | -5.5% |
| Q2 2021 | $2,840,000 | +131.1% | 55,786 | +131.7% | 0.42% | +90.5% |
| Q1 2021 | $1,229,000 | +2.1% | 24,079 | +2.9% | 0.22% | -16.6% |
| Q4 2020 | $1,204,000 | +9.6% | 23,395 | +10.0% | 0.26% | -25.1% |
| Q3 2020 | $1,099,000 | -0.6% | 21,270 | -0.6% | 0.35% | -15.5% |
| Q2 2020 | $1,106,000 | -17.7% | 21,402 | -18.8% | 0.42% | -41.3% |
| Q1 2020 | $1,344,000 | -42.7% | 26,353 | -41.8% | 0.71% | -25.3% |
| Q4 2019 | $2,345,000 | +83.2% | 45,269 | +83.9% | 0.96% | +19.5% |
| Q3 2019 | $1,280,000 | +16.7% | 24,611 | +15.9% | 0.80% | +13.5% |
| Q2 2019 | $1,097,000 | +97.7% | 21,234 | +96.2% | 0.70% | +66.7% |
| Q1 2019 | $555,000 | +4.3% | 10,820 | +3.9% | 0.42% | -17.5% |
| Q4 2018 | $532,000 | +10.8% | 10,416 | +10.7% | 0.51% | +44.1% |
| Q3 2018 | $480,000 | +5.3% | 9,412 | +5.5% | 0.36% | -9.4% |
| Q2 2018 | $456,000 | +10.7% | 8,921 | +11.2% | 0.39% | -0.3% |
| Q1 2018 | $412,000 | +43.6% | 8,022 | +44.4% | 0.39% | +31.8% |
| Q4 2017 | $287,000 | -3.4% | 5,554 | -2.5% | 0.30% | +221.5% |
| Q2 2017 | $297,000 | – | 5,699 | – | 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% |