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 | $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% | – |
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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% |