FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |