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 | $2,792,356 | -16.6% | 59,110 | -15.8% | 0.89% | -13.2% |
| Q2 2023 | $3,346,720 | -0.8% | 70,206 | -0.4% | 1.02% | -4.0% |
| Q1 2023 | $3,373,000 | +23.4% | 70,462 | +22.2% | 1.07% | +11.9% |
| Q4 2022 | $2,733,000 | +11.4% | 57,639 | +11.2% | 0.95% | +1.9% |
| Q3 2022 | $2,453,000 | +14.0% | 51,816 | +16.2% | 0.94% | +18.8% |
| Q2 2022 | $2,152,000 | -2.7% | 44,573 | -1.3% | 0.79% | +12.4% |
| Q1 2022 | $2,211,000 | +2.8% | 45,167 | +5.0% | 0.70% | +6.7% |
| Q4 2021 | $2,151,000 | +9.4% | 43,030 | +10.7% | 0.66% | +4.6% |
| Q3 2021 | $1,966,000 | +26.3% | 38,862 | +27.1% | 0.63% | +23.9% |
| Q2 2021 | $1,556,000 | +1.4% | 30,579 | +1.7% | 0.51% | -6.6% |
| Q1 2021 | $1,535,000 | +122.5% | 30,070 | +124.2% | 0.54% | +108.0% |
| Q4 2020 | $690,000 | +7.1% | 13,413 | +7.6% | 0.26% | -2.6% |
| Q3 2020 | $644,000 | +49.1% | 12,463 | +49.2% | 0.27% | +38.1% |
| Q2 2020 | $432,000 | +63.6% | 8,351 | +61.0% | 0.19% | +39.6% |
| Q1 2020 | $264,000 | – | 5,186 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SEARCY FINANCIAL SERVICES INC /ADV | 401,655 | $18,974,171 | 11.46% |
| TL Private Wealth | 303,445 | $14,304,409 | 8.20% |
| Weitzel Financial Services, Inc. | 281,656 | $13,224,324 | 7.72% |
| Petix & Botte Co | 460,471 | $21,752,660 | 6.86% |
| RiverTree Advisors, LLC | 186,575 | $8,813,803 | 6.56% |
| PFS Partners, LLC | 149,424 | $7,058,770 | 6.22% |
| Dominguez Wealth Management Solutions, Inc. | 104,915 | $4,956,206 | 4.58% |
| Walkner Condon Financial Advisors LLC | 344,537 | $16,275,800 | 4.32% |
| EWG Elevate Inc. | 195,164 | $9,219,555 | 4.17% |
| American Financial Advisors, LLC | 546,200 | $25,802,506 | 4.07% |