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 | $15,970,569 | -1.1% | 338,073 | -0.2% | 1.19% | +2.2% |
| Q2 2023 | $16,151,311 | -0.4% | 338,815 | +0.2% | 1.16% | -4.0% |
| Q1 2023 | $16,214,431 | -0.3% | 338,253 | -1.4% | 1.21% | -1.6% |
| Q4 2022 | $16,261,820 | +10.4% | 343,004 | +10.3% | 1.23% | +3.1% |
| Q3 2022 | $14,728,000 | -8.8% | 311,038 | -7.0% | 1.19% | +0.6% |
| Q2 2022 | $16,152,000 | -0.4% | 334,419 | +0.9% | 1.19% | +22.1% |
| Q1 2022 | $16,218,000 | +17.5% | 331,316 | +20.0% | 0.97% | +31.2% |
| Q4 2021 | $13,808,000 | – | 276,210 | – | 0.74% | – |
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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% |