FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 376 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is 1.21 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,015 | +63.4% | 146 | +64.0% | 0.00% | – |
| Q1 2024 | $4,294 | +8.2% | 89 | +6.0% | 0.00% | – |
| Q3 2023 | $3,968 | +296.4% | 84 | +300.0% | 0.00% | – |
| Q2 2023 | $1,001 | +49950.0% | 21 | -46.2% | 0.00% | – |
| Q4 2022 | $2 | -99.9% | 39 | -18.8% | 0.00% | – |
| Q1 2022 | $2,000 | -90.0% | 48 | -87.9% | 0.00% | – |
| Q4 2021 | $20,000 | 0.0% | 397 | +2.6% | 0.00% | -100.0% |
| Q4 2018 | $20,000 | +900.0% | 387 | +1148.4% | 0.00% | – |
| Q3 2016 | $2,000 | -60.0% | 31 | -67.7% | 0.00% | -100.0% |
| Q1 2016 | $5,000 | +66.7% | 96 | +57.4% | 0.00% | – |
| Q4 2015 | $3,000 | +50.0% | 61 | +103.3% | 0.00% | – |
| Q3 2015 | $2,000 | +100.0% | 30 | +50.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 20 | +100.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | – | 10 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 292,992 | $15,142,000 | 5.88% |
| TD Capital Management LLC | 557,208 | $28,797,000 | 5.84% |
| WealthOne, LLC | 149,795 | $7,741,000 | 5.48% |
| American Financial Advisors, LLC | 513,606 | $26,543,000 | 5.18% |
| 3D ASSET MANAGEMENT, INC | 386,456 | $19,972,000 | 4.87% |
| Clear Creek Financial Management, LLC | 210,785 | $10,893,000 | 4.66% |
| Prism Advisors, Inc. | 145,048 | $7,496,000 | 4.27% |
| Astor Investment Management LLC | 501,665 | $25,926,000 | 4.21% |
| Grove Bank & Trust | 191,490 | $9,896,000 | 3.62% |
| HBK Sorce Advisory LLC | 641,418 | $33,149,000 | 3.20% |