FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |