FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,631 | +6.5% | 5,496 | +7.4% | 0.00% | 0.0% |
| Q2 2023 | $243,879 | -21.3% | 5,116 | -21.0% | 0.00% | -33.3% |
| Q1 2023 | $309,814 | +12.1% | 6,472 | +11.0% | 0.00% | 0.0% |
| Q4 2022 | $276,495 | -3.7% | 5,832 | -3.6% | 0.00% | -25.0% |
| Q3 2022 | $287,000 | +8.3% | 6,052 | +10.5% | 0.00% | +33.3% |
| Q2 2022 | $265,000 | +18.3% | 5,479 | +19.9% | 0.00% | +50.0% |
| Q1 2022 | $224,000 | -21.1% | 4,570 | -19.5% | 0.00% | -33.3% |
| Q4 2021 | $284,000 | -52.5% | 5,680 | -51.9% | 0.00% | -50.0% |
| Q3 2021 | $598,000 | +16.1% | 11,820 | +16.9% | 0.01% | 0.0% |
| Q2 2021 | $515,000 | +7.3% | 10,110 | +7.4% | 0.01% | 0.0% |
| Q1 2021 | $480,000 | – | 9,410 | – | 0.01% | – |
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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% |