FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 350 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,662,711 | +2.4% | 56,366 | +3.3% | 0.22% | +2.8% |
| Q2 2023 | $2,599,878 | +2.8% | 54,539 | +3.3% | 0.22% | -2.2% |
| Q1 2023 | $2,528,207 | +3.1% | 52,814 | +2.1% | 0.22% | -5.9% |
| Q4 2022 | $2,451,816 | -2.6% | 51,715 | -2.7% | 0.24% | -10.6% |
| Q3 2022 | $2,516,000 | -3.7% | 53,146 | -1.8% | 0.26% | -2.6% |
| Q2 2022 | $2,614,000 | +5.2% | 54,116 | +6.6% | 0.27% | +19.3% |
| Q1 2022 | $2,484,000 | +0.3% | 50,751 | +2.5% | 0.23% | +4.1% |
| Q4 2021 | $2,476,000 | +3.2% | 49,526 | +4.4% | 0.22% | -6.0% |
| Q3 2021 | $2,399,000 | -2.4% | 47,424 | -1.8% | 0.23% | -5.7% |
| Q2 2021 | $2,458,000 | -16.1% | 48,285 | -15.1% | 0.25% | -25.4% |
| Q4 2020 | $2,928,000 | +112.9% | 56,884 | +113.8% | 0.33% | +31.3% |
| Q2 2020 | $1,375,000 | +564.3% | 26,602 | +556.4% | 0.25% | +300.0% |
| Q2 2018 | $207,000 | – | 4,053 | – | 0.06% | – |
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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% |