FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 269 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,356,731 | +5.2% | 298,787 | +5.7% | 1.37% | +2.8% |
| Q1 2024 | $13,642,191 | +21.7% | 282,739 | +21.8% | 1.34% | +11.1% |
| Q4 2023 | $11,213,354 | -14.0% | 232,064 | -16.0% | 1.20% | -24.8% |
| Q3 2023 | $13,044,555 | -1.8% | 276,133 | -0.9% | 1.60% | +0.4% |
| Q2 2023 | $13,282,947 | +0.4% | 278,643 | +0.8% | 1.59% | -4.0% |
| Q1 2023 | $13,227,551 | +3.6% | 276,322 | +2.6% | 1.66% | +4.1% |
| Q4 2022 | $12,763,244 | -0.3% | 269,210 | -0.4% | 1.59% | -4.4% |
| Q3 2022 | $12,799,000 | -2.9% | 270,300 | -0.9% | 1.67% | -2.7% |
| Q2 2022 | $13,176,000 | -3.1% | 272,786 | -1.8% | 1.71% | +13.1% |
| Q1 2022 | $13,593,000 | -1.6% | 277,684 | +0.4% | 1.52% | +2.4% |
| Q4 2021 | $13,820,000 | +2.0% | 276,446 | +3.2% | 1.48% | +2.6% |
| Q3 2021 | $13,548,000 | +3.1% | 267,861 | +3.7% | 1.44% | -0.6% |
| Q2 2021 | $13,143,000 | +3.0% | 258,212 | +3.3% | 1.45% | -4.2% |
| Q1 2021 | $12,761,000 | +1.3% | 249,926 | +2.1% | 1.52% | -5.0% |
| Q4 2020 | $12,599,000 | +3.8% | 244,789 | +4.2% | 1.59% | -9.7% |
| Q3 2020 | $12,143,000 | +2.9% | 234,969 | +2.9% | 1.77% | -3.0% |
| Q2 2020 | $11,796,000 | +0.7% | 228,246 | -0.6% | 1.82% | -15.8% |
| Q1 2020 | $11,709,000 | +22.5% | 229,589 | +24.4% | 2.16% | +54.4% |
| Q4 2019 | $9,558,000 | -1.3% | 184,522 | -1.0% | 1.40% | -7.0% |
| Q3 2019 | $9,687,000 | +0.6% | 186,323 | +0.0% | 1.51% | +0.7% |
| Q2 2019 | $9,626,000 | +5.0% | 186,253 | +4.2% | 1.50% | +0.1% |
| Q1 2019 | $9,170,000 | +2.1% | 178,816 | +1.7% | 1.49% | -8.8% |
| Q4 2018 | $8,978,000 | – | 175,872 | – | 1.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 253,957 | $13,155,000 | 12.68% |
| INSPIRION WEALTH ADVISORS, LLC | 488,691 | $25,314,000 | 8.55% |
| TL Private Wealth | 170,530 | $8,898,000 | 7.70% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 162,256 | $8,404,000 | 7.34% |
| WealthOne, LLC | 186,419 | $9,656,000 | 6.01% |
| Ascension Capital Advisors, Inc. | 162,114 | $8,398,000 | 5.75% |
| Flaharty Asset Management, LLC | 305,514 | $15,826,000 | 5.60% |
| American Financial Advisors, LLC | 496,001 | $25,757,000 | 4.52% |
| 3D ASSET MANAGEMENT, INC | 372,641 | $19,303,000 | 4.47% |
| Astor Investment Management LLC | 509,691 | $26,402,000 | 4.46% |