FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,780 | +21.9% | 1,710 | +23.0% | 0.01% | +22.2% |
| Q2 2023 | $66,261 | -0.4% | 1,390 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $66,539 | +1.0% | 1,390 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $65,900 | -0.2% | 1,390 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $66,000 | -1.5% | 1,390 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $67,000 | -1.5% | 1,390 | 0.0% | 0.01% | +22.2% |
| Q1 2022 | $68,000 | -1.4% | 1,390 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $69,000 | +13.1% | 1,390 | +15.4% | 0.01% | +12.5% |
| Q3 2021 | $61,000 | 0.0% | 1,204 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $61,000 | +22.0% | 1,204 | +22.4% | 0.01% | 0.0% |
| Q1 2021 | $50,000 | +13.6% | 984 | +15.6% | 0.01% | +14.3% |
| Q4 2020 | $44,000 | +41.9% | 851 | +41.8% | 0.01% | +16.7% |
| Q3 2020 | $31,000 | +106.7% | 600 | +106.2% | 0.01% | +100.0% |
| Q2 2020 | $15,000 | +200.0% | 291 | +177.1% | 0.00% | +200.0% |
| Q1 2020 | $5,000 | – | 105 | – | 0.00% | – |
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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% |