FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 369 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,786,078 | -18.6% | 143,136 | -18.7% | 0.48% | -23.6% |
| Q3 2022 | $8,337,000 | -11.2% | 176,068 | -9.4% | 0.62% | -10.5% |
| Q2 2022 | $9,389,000 | -89.1% | 194,388 | -89.0% | 0.70% | -86.7% |
| Q1 2022 | $86,112,000 | +15.4% | 1,759,182 | +17.9% | 5.23% | +9.9% |
| Q4 2021 | $74,595,000 | +10.9% | 1,492,207 | +12.2% | 4.76% | +1.9% |
| Q3 2021 | $67,275,000 | +16.8% | 1,330,066 | +17.5% | 4.67% | +23.2% |
| Q2 2021 | $57,599,000 | +34.9% | 1,131,619 | +35.3% | 3.79% | +24.0% |
| Q1 2021 | $42,712,000 | +37.1% | 836,501 | +38.2% | 3.05% | +28.4% |
| Q4 2020 | $31,144,000 | +68.6% | 605,086 | +69.3% | 2.38% | +51.9% |
| Q3 2020 | $18,471,000 | – | 357,414 | – | 1.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 239,139 | $12,196,000 | 13.03% |
| HBK Sorce Advisory LLC | 1,966,811 | $100,307,000 | 9.75% |
| Ascension Capital Advisors, Inc. | 160,321 | $8,176,000 | 8.58% |
| Richard Bernstein Advisors LLC | 4,726,123 | $241,032,000 | 8.55% |
| WealthOne, LLC | 197,217 | $10,058,000 | 7.71% |
| Flaharty Asset Management, LLC | 307,229 | $15,668,000 | 7.22% |
| TL Private Wealth | 153,635 | $7,941,000 | 7.22% |
| ARQ WEALTH ADVISORS, LLC | 109,030 | $5,561,000 | 6.32% |
| Arlington Financial Advisors, LLC | 172,238 | $8,784,000 | 6.25% |
| Stratos Wealth Advisors, LLC | 172,479 | $8,796,000 | 6.23% |