FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 376 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is 1.21 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,336,847 | +31.7% | 27,822 | +32.2% | 0.01% | +27.3% |
| Q1 2024 | $1,015,084 | +36.9% | 21,038 | +37.1% | 0.01% | +22.2% |
| Q4 2023 | $741,490 | +6.1% | 15,345 | +3.7% | 0.01% | -10.0% |
| Q3 2023 | $698,963 | +1.5% | 14,796 | +2.5% | 0.01% | 0.0% |
| Q2 2023 | $688,307 | -27.5% | 14,439 | -27.2% | 0.01% | -33.3% |
| Q1 2023 | $949,549 | +25.4% | 19,836 | +24.2% | 0.02% | +15.4% |
| Q4 2022 | $757,422 | +4.5% | 15,976 | +4.3% | 0.01% | -7.1% |
| Q3 2022 | $725,000 | +73.0% | 15,316 | +76.7% | 0.01% | +75.0% |
| Q2 2022 | $419,000 | -62.8% | 8,668 | -62.3% | 0.01% | -55.6% |
| Q1 2022 | $1,127,000 | -31.9% | 23,021 | -30.5% | 0.02% | -30.8% |
| Q4 2021 | $1,655,000 | -3.6% | 33,109 | -2.4% | 0.03% | -10.3% |
| Q3 2021 | $1,716,000 | +7.9% | 33,928 | +8.5% | 0.03% | +7.4% |
| Q2 2021 | $1,591,000 | -2.8% | 31,260 | -2.4% | 0.03% | -22.9% |
| Q1 2021 | $1,636,000 | +0.1% | 32,033 | +0.8% | 0.04% | -5.4% |
| Q4 2020 | $1,635,000 | +23.5% | 31,771 | +24.0% | 0.04% | +8.8% |
| Q3 2020 | $1,324,000 | +24.4% | 25,614 | +24.4% | 0.03% | +9.7% |
| Q2 2020 | $1,064,000 | +14.7% | 20,593 | +13.2% | 0.03% | -6.1% |
| Q1 2020 | $928,000 | +2.8% | 18,188 | +4.3% | 0.03% | +26.9% |
| Q4 2019 | $903,000 | – | 17,433 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 292,992 | $15,142,000 | 5.88% |
| TD Capital Management LLC | 557,208 | $28,797,000 | 5.84% |
| WealthOne, LLC | 149,795 | $7,741,000 | 5.48% |
| American Financial Advisors, LLC | 513,606 | $26,543,000 | 5.18% |
| 3D ASSET MANAGEMENT, INC | 386,456 | $19,972,000 | 4.87% |
| Clear Creek Financial Management, LLC | 210,785 | $10,893,000 | 4.66% |
| Prism Advisors, Inc. | 145,048 | $7,496,000 | 4.27% |
| Astor Investment Management LLC | 501,665 | $25,926,000 | 4.21% |
| Grove Bank & Trust | 191,490 | $9,896,000 | 3.62% |
| HBK Sorce Advisory LLC | 641,418 | $33,149,000 | 3.20% |