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 | $1,850,163 | -17.6% | 39,525 | -16.3% | 0.10% | -14.5% |
| Q2 2023 | $2,245,888 | -18.2% | 47,202 | -17.7% | 0.12% | -26.9% |
| Q1 2023 | $2,747,085 | +0.8% | 57,386 | +0.9% | 0.16% | -4.2% |
| Q4 2022 | $2,726,372 | -9.5% | 56,882 | -11.7% | 0.17% | -22.3% |
| Q3 2022 | $3,012,000 | -7.5% | 64,410 | -4.0% | 0.22% | -8.9% |
| Q2 2022 | $3,255,000 | -5.8% | 67,076 | -5.7% | 0.24% | -10.6% |
| Q1 2022 | $3,456,000 | -0.5% | 71,093 | +1.4% | 0.26% | +7.3% |
| Q4 2021 | $3,474,000 | -1.6% | 70,119 | -0.3% | 0.25% | -0.4% |
| Q3 2021 | $3,530,000 | -51.6% | 70,295 | -51.1% | 0.25% | -8.9% |
| Q2 2021 | $7,300,000 | +105.5% | 143,732 | +106.8% | 0.27% | -7.5% |
| Q1 2021 | $3,552,000 | +5.9% | 69,499 | +6.7% | 0.29% | -7.9% |
| Q4 2020 | $3,353,000 | +10.9% | 65,126 | +11.0% | 0.32% | -11.2% |
| Q3 2020 | $3,024,000 | +3.6% | 58,667 | +3.8% | 0.36% | -1.9% |
| Q2 2020 | $2,920,000 | +7.6% | 56,531 | +7.3% | 0.36% | -12.9% |
| Q1 2020 | $2,713,000 | -0.7% | 52,686 | +0.1% | 0.42% | +24.7% |
| Q4 2019 | $2,733,000 | +5.8% | 52,634 | +5.6% | 0.34% | -7.7% |
| Q3 2019 | $2,584,000 | +7.3% | 49,830 | +7.3% | 0.36% | +5.2% |
| Q2 2019 | $2,409,000 | +0.4% | 46,419 | -0.7% | 0.35% | -2.5% |
| Q1 2019 | $2,400,000 | +8.5% | 46,753 | +8.0% | 0.36% | +8.2% |
| Q4 2018 | $2,213,000 | +49.0% | 43,305 | +48.4% | 0.33% | +48.4% |
| Q3 2018 | $1,485,000 | +43.3% | 29,175 | +44.1% | 0.22% | +37.3% |
| Q2 2018 | $1,036,000 | -18.4% | 20,248 | -18.1% | 0.16% | -26.1% |
| Q1 2018 | $1,270,000 | +9.2% | 24,724 | +9.8% | 0.22% | +14.7% |
| Q4 2017 | $1,163,000 | +56.1% | 22,517 | +57.1% | 0.19% | +49.6% |
| Q3 2017 | $745,000 | +228.2% | 14,333 | +229.6% | 0.13% | +115.3% |
| Q2 2017 | $227,000 | – | 4,348 | – | 0.06% | – |
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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% |