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 | $2,690 | +75.9% | 56,940 | +77.5% | 0.10% | +77.6% |
Q2 2023 | $1,529 | +16.8% | 32,078 | +17.3% | 0.06% | +5.5% |
Q1 2023 | $1,309 | -8.9% | 27,349 | -9.8% | 0.06% | -15.4% |
Q4 2022 | $1,437 | -99.9% | 30,315 | -42.8% | 0.06% | -48.4% |
Q3 2022 | $2,512,000 | -2.7% | 53,041 | -0.8% | 0.13% | +0.8% |
Q2 2022 | $2,583,000 | +0.7% | 53,483 | +2.1% | 0.12% | +8.7% |
Q1 2022 | $2,565,000 | -8.3% | 52,396 | -6.4% | 0.12% | -8.0% |
Q4 2021 | $2,798,000 | -9.3% | 55,972 | -8.2% | 0.12% | -19.4% |
Q3 2021 | $3,085,000 | +7.4% | 60,991 | +8.1% | 0.16% | +6.2% |
Q2 2021 | $2,873,000 | -1.1% | 56,436 | -0.8% | 0.15% | -6.4% |
Q1 2021 | $2,906,000 | +4.5% | 56,909 | +5.4% | 0.16% | -5.5% |
Q4 2020 | $2,780,000 | +4.0% | 54,006 | +4.4% | 0.16% | -7.8% |
Q3 2020 | $2,673,000 | +10.4% | 51,720 | +10.4% | 0.18% | +1.7% |
Q2 2020 | $2,421,000 | +10.6% | 46,846 | +9.2% | 0.18% | -5.9% |
Q1 2020 | $2,189,000 | +4.6% | 42,915 | +6.2% | 0.19% | +27.2% |
Q4 2019 | $2,093,000 | +11.3% | 40,403 | +11.7% | 0.15% | 0.0% |
Q3 2019 | $1,880,000 | +13.1% | 36,159 | +12.4% | 0.15% | +5.8% |
Q2 2019 | $1,662,000 | +15.7% | 32,162 | +14.8% | 0.14% | +6.9% |
Q1 2019 | $1,437,000 | +12.5% | 28,014 | +12.0% | 0.13% | -1.5% |
Q4 2018 | $1,277,000 | +7.0% | 25,023 | +6.9% | 0.13% | +17.9% |
Q3 2018 | $1,193,000 | +7.1% | 23,398 | +7.5% | 0.11% | +1.8% |
Q2 2018 | $1,114,000 | -1.0% | 21,762 | -0.6% | 0.11% | -3.5% |
Q1 2018 | $1,125,000 | +1983.3% | 21,896 | +1985.3% | 0.11% | +1800.0% |
Q4 2017 | $54,000 | -76.0% | 1,050 | -75.7% | 0.01% | -77.8% |
Q3 2017 | $225,000 | -67.4% | 4,323 | -67.4% | 0.03% | -70.0% |
Q2 2017 | $690,000 | -3.8% | 13,247 | -3.9% | 0.09% | -14.3% |
Q1 2017 | $717,000 | -24.5% | 13,780 | -24.3% | 0.10% | -32.7% |
Q4 2016 | $950,000 | +181.1% | 18,204 | +182.4% | 0.16% | +160.0% |
Q3 2016 | $338,000 | -9.1% | 6,447 | -10.5% | 0.06% | -17.8% |
Q2 2016 | $372,000 | -89.9% | 7,205 | -90.0% | 0.07% | -90.4% |
Q1 2016 | $3,685,000 | – | 72,256 | – | 0.76% | – |
Download |
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% |