FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,808,207 | +7.2% | 334,637 | +8.2% | 0.02% | +10.5% |
| Q2 2023 | $14,745,134 | +49.7% | 309,317 | +50.3% | 0.02% | +35.7% |
| Q1 2023 | $9,850,680 | +491.0% | 205,780 | +485.4% | 0.01% | +366.7% |
| Q4 2022 | $1,666,648 | +17.2% | 35,154 | +17.0% | 0.00% | +50.0% |
| Q3 2022 | $1,422,000 | +83.0% | 30,040 | +86.7% | 0.00% | +100.0% |
| Q2 2022 | $777,000 | -27.1% | 16,088 | -26.1% | 0.00% | -50.0% |
| Q1 2022 | $1,066,000 | +126.8% | 21,776 | +131.6% | 0.00% | +100.0% |
| Q4 2021 | $470,000 | -1.7% | 9,402 | -0.6% | 0.00% | 0.0% |
| Q3 2021 | $478,000 | +151.6% | 9,459 | +153.7% | 0.00% | – |
| Q2 2021 | $190,000 | +475.8% | 3,729 | +485.4% | 0.00% | – |
| Q1 2021 | $33,000 | -81.7% | 637 | -81.7% | 0.00% | – |
| Q4 2020 | $180,000 | +93.5% | 3,480 | +93.4% | 0.00% | – |
| Q3 2020 | $93,000 | +2225.0% | 1,799 | +2507.2% | 0.00% | – |
| Q2 2020 | $4,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | 0.0% | 69 | -8.0% | 0.00% | – |
| Q4 2019 | $4,000 | -90.0% | 75 | -90.3% | 0.00% | – |
| Q3 2019 | $40,000 | +3900.0% | 772 | +2988.0% | 0.00% | – |
| Q2 2019 | $1,000 | – | 25 | – | 0.00% | – |
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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% |