FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 373 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. 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 ↓ |
|---|---|---|---|
| TL Private Wealth | 301,550 | $15,403,000 | 9.45% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 247,155 | $12,632,000 | 7.92% |
| INSPIRION WEALTH ADVISORS, LLC | 566,441 | $28,922,000 | 7.67% |
| Weitzel Financial Services, Inc. | 214,485 | $10,958,000 | 7.66% |
| AGILIS PARTNERS LLC | 324,031 | $16,545,000 | 7.53% |
| Stockman Wealth Management, Inc. | 521,220 | $26,613,000 | 7.41% |
| Ascension Capital Advisors, Inc. | 195,437 | $9,979,000 | 6.76% |
| Richard Bernstein Advisors LLC | 5,487,888 | $280,210,000 | 6.40% |
| Quaker Wealth Management, LLC | 256,007 | $13,072,000 | 6.06% |
| Walkner Condon Financial Advisors LLC | 284,686 | $14,536,000 | 5.65% |