FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 369 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $645,093 | -32.5% | 13,685 | -31.3% | 0.06% | -30.2% |
| Q2 2023 | $955,452 | -25.7% | 19,930 | -25.9% | 0.09% | -37.7% |
| Q1 2023 | $1,286,771 | -0.9% | 26,881 | -0.8% | 0.14% | -35.5% |
| Q4 2022 | $1,298,005 | +2.8% | 27,110 | +0.1% | 0.21% | -60.1% |
| Q3 2022 | $1,263,000 | -11.7% | 27,089 | -8.5% | 0.54% | -13.9% |
| Q2 2022 | $1,430,000 | -10.6% | 29,595 | -9.7% | 0.62% | +0.2% |
| Q1 2022 | $1,599,000 | -2.3% | 32,759 | -0.2% | 0.62% | -8.8% |
| Q4 2021 | $1,636,000 | -1.6% | 32,834 | -0.1% | 0.68% | +8.6% |
| Q3 2021 | $1,662,000 | +74.9% | 32,880 | +76.0% | 0.63% | +75.2% |
| Q2 2021 | $950,000 | +30.5% | 18,681 | +31.3% | 0.36% | +15.4% |
| Q1 2021 | $728,000 | -0.7% | 14,233 | +0.1% | 0.31% | -7.7% |
| Q4 2020 | $733,000 | -46.6% | 14,218 | -46.4% | 0.34% | -54.0% |
| Q3 2020 | $1,372,000 | -11.9% | 26,537 | -11.7% | 0.73% | -22.8% |
| Q2 2020 | $1,557,000 | -3.9% | 30,062 | -4.4% | 0.95% | -21.5% |
| Q1 2020 | $1,621,000 | -14.3% | 31,456 | -13.6% | 1.21% | -2.3% |
| Q4 2019 | $1,892,000 | +42.5% | 36,424 | +42.9% | 1.24% | +12.7% |
| Q3 2019 | $1,328,000 | -1.5% | 25,494 | -2.2% | 1.10% | -14.9% |
| Q2 2019 | $1,348,000 | +10.1% | 26,057 | +9.2% | 1.29% | -1.8% |
| Q1 2019 | $1,224,000 | +0.6% | 23,860 | +0.1% | 1.32% | -18.4% |
| Q4 2018 | $1,217,000 | – | 23,841 | – | 1.61% | – |
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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% |