FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,230,000 | -2.1% | 1,740,703 | -1.2% | 0.02% | 0.0% |
| Q2 2023 | $84,002,000 | -1.8% | 1,762,178 | -1.4% | 0.02% | -8.3% |
| Q1 2023 | $85,554,000 | +13.5% | 1,787,191 | +12.4% | 0.02% | +9.1% |
| Q4 2022 | $75,356,000 | -13.2% | 1,589,458 | -13.3% | 0.02% | -18.5% |
| Q3 2022 | $86,816,000 | -3.8% | 1,833,477 | -1.8% | 0.03% | 0.0% |
| Q2 2022 | $90,204,000 | -7.6% | 1,867,571 | -6.4% | 0.03% | +12.5% |
| Q1 2022 | $97,670,000 | -5.9% | 1,995,276 | -3.9% | 0.02% | 0.0% |
| Q4 2021 | $103,766,000 | -12.9% | 2,075,726 | -11.9% | 0.02% | -22.6% |
| Q3 2021 | $119,117,000 | +0.8% | 2,355,036 | +1.5% | 0.03% | 0.0% |
| Q2 2021 | $118,142,000 | -7.6% | 2,321,043 | -7.3% | 0.03% | -16.2% |
| Q1 2021 | $127,856,000 | +3.1% | 2,504,059 | +3.9% | 0.04% | +2.8% |
| Q4 2020 | $124,041,000 | +20.5% | 2,409,971 | +21.0% | 0.04% | -2.7% |
| Q3 2020 | $102,930,000 | +30.6% | 1,991,686 | +30.6% | 0.04% | +19.4% |
| Q2 2020 | $78,784,000 | +44.9% | 1,524,457 | +43.0% | 0.03% | +19.2% |
| Q1 2020 | $54,370,000 | +16.4% | 1,066,085 | +18.2% | 0.03% | +52.9% |
| Q4 2019 | $46,708,000 | +15.6% | 901,667 | +16.0% | 0.02% | +6.2% |
| Q3 2019 | $40,421,000 | +36.4% | 777,486 | +35.6% | 0.02% | +33.3% |
| Q2 2019 | $29,634,000 | +16.1% | 573,411 | +15.2% | 0.01% | +9.1% |
| Q1 2019 | $25,514,000 | +60.0% | 497,537 | +59.3% | 0.01% | +37.5% |
| Q4 2018 | $15,945,000 | -24.3% | 312,347 | -24.4% | 0.01% | -11.1% |
| Q3 2018 | $21,070,000 | +0.8% | 413,396 | +1.2% | 0.01% | 0.0% |
| Q2 2018 | $20,896,000 | +13.5% | 408,373 | +13.9% | 0.01% | +12.5% |
| Q1 2018 | $18,417,000 | -24.4% | 358,517 | -24.0% | 0.01% | -27.3% |
| Q4 2017 | $24,356,000 | +74.1% | 471,645 | +75.2% | 0.01% | +57.1% |
| Q3 2017 | $13,993,000 | +69.0% | 269,148 | +69.4% | 0.01% | +75.0% |
| Q2 2017 | $8,278,000 | +5.8% | 158,861 | +5.7% | 0.00% | 0.0% |
| Q1 2017 | $7,822,000 | +16.7% | 150,286 | +17.0% | 0.00% | 0.0% |
| Q4 2016 | $6,704,000 | +43.3% | 128,469 | +43.9% | 0.00% | +33.3% |
| Q3 2016 | $4,678,000 | +786.0% | 89,259 | +772.8% | 0.00% | – |
| Q2 2016 | $528,000 | +688.1% | 10,227 | +673.0% | 0.00% | – |
| Q1 2016 | $67,000 | – | 1,323 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSPIRION WEALTH ADVISORS, LLC | 657,436 | $33,838,000 | 9.52% |
| AGILIS PARTNERS LLC | 361,290 | $18,596,000 | 8.72% |
| TL Private Wealth | 258,584 | $13,338,000 | 8.43% |
| Weitzel Financial Services, Inc. | 209,008 | $10,755,000 | 8.03% |
| HBK Sorce Advisory LLC | 2,233,622 | $114,965,000 | 7.10% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,373 | $11,857,000 | 7.08% |
| Ascension Asset Management LLC | 184,996 | $9,522,000 | 6.65% |
| Ascension Capital Advisors, Inc. | 184,996 | $9,522,000 | 6.65% |
| Walkner Condon Financial Advisors LLC | 290,802 | $14,968,000 | 6.46% |
| Richard Bernstein Advisors LLC | 5,031,232 | $258,957,000 | 6.36% |