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 | $3,505,539 | -22.8% | 74,207 | -22.1% | 0.51% | -22.9% |
| Q2 2023 | $4,538,432 | -14.7% | 95,205 | -14.3% | 0.66% | -19.7% |
| Q1 2023 | $5,320,950 | -18.8% | 111,154 | -19.6% | 0.82% | -17.4% |
| Q4 2022 | $6,552,496 | -19.2% | 138,209 | -19.3% | 0.99% | -26.8% |
| Q3 2022 | $8,111,000 | -22.5% | 171,284 | -21.0% | 1.35% | -15.2% |
| Q2 2022 | $10,470,000 | -29.8% | 216,782 | -28.9% | 1.60% | -13.2% |
| Q1 2022 | $14,915,000 | -3.6% | 304,708 | -1.6% | 1.84% | -5.2% |
| Q4 2021 | $15,480,000 | -14.6% | 309,658 | -13.6% | 1.94% | -21.4% |
| Q3 2021 | $18,131,000 | +3.3% | 358,466 | +4.0% | 2.46% | +3.7% |
| Q2 2021 | $17,552,000 | +20.2% | 344,837 | +20.6% | 2.38% | +14.8% |
| Q1 2021 | $14,602,000 | +16.9% | 285,971 | +17.8% | 2.07% | +10.2% |
| Q4 2020 | $12,493,000 | +14.6% | 242,726 | +15.1% | 1.88% | +3.6% |
| Q3 2020 | $10,898,000 | +2.1% | 210,892 | +2.1% | 1.82% | -7.2% |
| Q2 2020 | $10,670,000 | +5.8% | 206,463 | +4.4% | 1.96% | -16.0% |
| Q1 2020 | $10,085,000 | +15.6% | 197,743 | +17.4% | 2.33% | +49.8% |
| Q4 2019 | $8,724,000 | +36.8% | 168,423 | +37.4% | 1.55% | +26.5% |
| Q3 2019 | $6,375,000 | +23.9% | 122,620 | +23.2% | 1.23% | +21.0% |
| Q2 2019 | $5,144,000 | +3.7% | 99,540 | +2.9% | 1.02% | 0.0% |
| Q1 2019 | $4,959,000 | +19.1% | 96,690 | +18.6% | 1.02% | +6.4% |
| Q4 2018 | $4,162,000 | +9.3% | 81,520 | +9.1% | 0.95% | +32.3% |
| Q3 2018 | $3,808,000 | +32.9% | 74,695 | +33.4% | 0.72% | +22.0% |
| Q2 2018 | $2,865,000 | +9.6% | 55,990 | +10.1% | 0.59% | +7.8% |
| Q1 2018 | $2,613,000 | +280.3% | 50,865 | +282.4% | 0.55% | +283.2% |
| Q4 2017 | $687,000 | – | 13,300 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TL Private Wealth | 301,550 | $15,403,000 | 9.45% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 247,155 | $12,632,000 | 7.92% |
| INSPIRION WEALTH ADVISORS, LLC | 566,441 | $28,922,000 | 7.67% |
| Weitzel Financial Services, Inc. | 214,485 | $10,958,000 | 7.66% |
| AGILIS PARTNERS LLC | 324,031 | $16,545,000 | 7.53% |
| Stockman Wealth Management, Inc. | 521,220 | $26,613,000 | 7.41% |
| Ascension Capital Advisors, Inc. | 195,437 | $9,979,000 | 6.76% |
| Richard Bernstein Advisors LLC | 5,487,888 | $280,210,000 | 6.40% |
| Quaker Wealth Management, LLC | 256,007 | $13,072,000 | 6.06% |
| Walkner Condon Financial Advisors LLC | 284,686 | $14,536,000 | 5.65% |