OPTIMUM INVESTMENT ADVISORS - FIRST TR EXCHANGE-TRADED FD ownership

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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%.

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Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q4 2023$91,808
-15.5%
1,900
-17.4%
0.05%
-17.9%
Q3 2023$108,652
-0.9%
2,3000.0%0.06%
+3.7%
Q2 2023$109,641
-0.4%
2,3000.0%0.05%
-6.9%
Q1 2023$110,101
-64.8%
2,300
-65.2%
0.06%
-65.7%
Q4 2022$312,906
-0.0%
6,6000.0%0.17%
+0.6%
Q3 2022$313,000
-1.9%
6,6000.0%0.17%
+5.0%
Q2 2022$319,000
+31.8%
6,600
+33.3%
0.16%
+56.9%
Q1 2022$242,000
-1.2%
4,952
+1.1%
0.10%
+7.4%
Q4 2021$245,000
-1.2%
4,9000.0%0.10%
-9.5%
Q3 2021$248,000
-56.5%
4,900
-56.2%
0.10%
-41.0%
Q2 2021$570,000
-36.9%
11,200
-36.7%
0.18%
-32.8%
Q1 2021$904,000
-3.2%
17,700
-2.5%
0.26%
-6.4%
Q4 2020$934,000
+20.1%
18,150
+20.6%
0.28%
+8.4%
Q3 2020$778,000
+31.4%
15,050
+31.4%
0.26%
+26.7%
Q2 2020$592,000
+21.6%
11,450
+19.9%
0.21%
+3.0%
Q1 2020$487,000
-1.6%
9,5500.0%0.20%
+36.1%
Q4 2019$495,000
+41.0%
9,550
+41.5%
0.15%
+32.4%
Q3 2019$351,000–6,750–0.11%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2021
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 239,139$12,196,00013.03%
HBK Sorce Advisory LLC 1,966,811$100,307,0009.75%
Ascension Capital Advisors, Inc. 160,321$8,176,0008.58%
Richard Bernstein Advisors LLC 4,726,123$241,032,0008.55%
WealthOne, LLC 197,217$10,058,0007.71%
Flaharty Asset Management, LLC 307,229$15,668,0007.22%
TL Private Wealth 153,635$7,941,0007.22%
ARQ WEALTH ADVISORS, LLC 109,030$5,561,0006.32%
Arlington Financial Advisors, LLC 172,238$8,784,0006.25%
Stratos Wealth Advisors, LLC 172,479$8,796,0006.23%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders