FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 207 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,939 | -69.9% | 4,404 | -69.8% | 0.00% | -78.6% |
| Q1 2023 | $698,040 | +154.8% | 14,582 | +151.7% | 0.01% | +75.0% |
| Q3 2022 | $274,000 | -82.0% | 5,794 | -81.0% | 0.01% | -87.9% |
| Q4 2021 | $1,521,000 | +355.4% | 30,431 | +363.7% | 0.07% | +560.0% |
| Q2 2021 | $334,000 | -28.6% | 6,562 | -27.5% | 0.01% | 0.0% |
| Q3 2020 | $468,000 | +39.7% | 9,052 | +39.8% | 0.01% | +150.0% |
| Q2 2019 | $335,000 | -9.7% | 6,476 | -9.9% | 0.00% | -60.0% |
| Q4 2017 | $371,000 | – | 7,184 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 239,139 | $12,196,000 | 13.03% |
| HBK Sorce Advisory LLC | 1,966,811 | $100,307,000 | 9.75% |
| Ascension Capital Advisors, Inc. | 160,321 | $8,176,000 | 8.58% |
| Richard Bernstein Advisors LLC | 4,726,123 | $241,032,000 | 8.55% |
| WealthOne, LLC | 197,217 | $10,058,000 | 7.71% |
| Flaharty Asset Management, LLC | 307,229 | $15,668,000 | 7.22% |
| TL Private Wealth | 153,635 | $7,941,000 | 7.22% |
| ARQ WEALTH ADVISORS, LLC | 109,030 | $5,561,000 | 6.32% |
| Arlington Financial Advisors, LLC | 172,238 | $8,784,000 | 6.25% |
| Stratos Wealth Advisors, LLC | 172,479 | $8,796,000 | 6.23% |