FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $312,000 | -43.8% | 6,585 | -41.9% | 0.03% | -19.0% |
| Q1 2022 | $555,000 | -34.5% | 11,333 | -31.9% | 0.04% | -49.4% |
| Q2 2021 | $847,000 | -28.5% | 16,639 | -28.3% | 0.08% | -23.1% |
| Q1 2021 | $1,184,000 | -19.1% | 23,192 | -18.5% | 0.11% | -42.2% |
| Q4 2020 | $1,464,000 | -15.7% | 28,450 | -15.3% | 0.19% | -32.5% |
| Q3 2020 | $1,736,000 | -4.6% | 33,593 | -4.6% | 0.28% | -15.0% |
| Q2 2020 | $1,820,000 | +34.3% | 35,209 | +32.5% | 0.33% | +62.2% |
| Q1 2020 | $1,355,000 | +6.0% | 26,572 | +7.7% | 0.20% | -46.1% |
| Q4 2019 | $1,278,000 | -8.8% | 24,678 | -8.5% | 0.37% | -13.3% |
| Q3 2019 | $1,402,000 | +12.3% | 26,975 | +11.7% | 0.43% | +1.9% |
| Q2 2019 | $1,248,000 | +36.4% | 24,141 | +35.3% | 0.42% | +99.1% |
| Q1 2019 | $915,000 | +17.5% | 17,846 | +17.0% | 0.21% | -12.4% |
| Q4 2018 | $779,000 | +140.4% | 15,255 | +139.9% | 0.24% | +184.7% |
| Q3 2018 | $324,000 | – | 6,360 | – | 0.08% | – |
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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% |