FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 375 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,508 | -0.9% | 6,700 | 0.0% | 0.05% | +2.1% |
| Q2 2023 | $319,389 | +17.1% | 6,700 | +17.5% | 0.05% | +11.9% |
| Q1 2023 | $272,859 | +22.5% | 5,700 | +21.3% | 0.04% | +20.0% |
| Q4 2022 | $222,827 | -0.1% | 4,700 | 0.0% | 0.04% | -5.4% |
| Q3 2022 | $223,000 | -1.8% | 4,700 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $227,000 | -1.3% | 4,700 | 0.0% | 0.04% | +15.6% |
| Q1 2022 | $230,000 | – | 4,700 | – | 0.03% | – |
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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 Capital Advisors, Inc. | 184,996 | $9,522,000 | 6.65% |
| Ascension Asset Management LLC | 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% |