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 2023 | $7,886,104 | +1.5% | 166,937 | +2.4% | 0.24% | +3.0% |
| Q2 2023 | $7,771,116 | -17.6% | 163,019 | -17.2% | 0.24% | -22.6% |
| Q1 2023 | $9,425,658 | +18.7% | 196,901 | +17.6% | 0.30% | +12.1% |
| Q4 2022 | $7,939,381 | +515.5% | 167,462 | +514.7% | 0.27% | +353.3% |
| Q3 2022 | $1,290,000 | -2.0% | 27,244 | 0.0% | 0.06% | -3.2% |
| Q2 2022 | $1,316,000 | -1.3% | 27,244 | 0.0% | 0.06% | +8.8% |
| Q1 2022 | $1,334,000 | -42.9% | 27,244 | -41.7% | 0.06% | -37.4% |
| Q4 2021 | $2,336,000 | -32.0% | 46,731 | -31.2% | 0.09% | -45.2% |
| Q3 2021 | $3,437,000 | -5.8% | 67,953 | -5.2% | 0.17% | -14.0% |
| Q2 2021 | $3,648,000 | -64.5% | 71,667 | -64.4% | 0.19% | -67.0% |
| Q1 2021 | $10,280,000 | -42.0% | 201,334 | -41.5% | 0.58% | -46.1% |
| Q4 2020 | $17,716,000 | -22.3% | 344,197 | -22.0% | 1.08% | -31.9% |
| Q3 2020 | $22,811,000 | -0.8% | 441,398 | -0.8% | 1.59% | -16.0% |
| Q2 2020 | $23,005,000 | -10.4% | 445,152 | -11.6% | 1.90% | -31.2% |
| Q1 2020 | $25,682,000 | -9.2% | 503,569 | -7.7% | 2.75% | +41.2% |
| Q4 2019 | $28,270,000 | +2.6% | 545,760 | +3.0% | 1.95% | +1.0% |
| Q3 2019 | $27,554,000 | +33.2% | 529,983 | +32.4% | 1.93% | +24.9% |
| Q2 2019 | $20,686,000 | +5.9% | 400,265 | +5.1% | 1.55% | -1.3% |
| Q1 2019 | $19,527,000 | +26.2% | 380,792 | +25.6% | 1.57% | -14.1% |
| Q4 2018 | $15,479,000 | +14.2% | 303,222 | +14.0% | 1.83% | +48.7% |
| Q3 2018 | $13,557,000 | -1.2% | 265,987 | -0.8% | 1.23% | -6.3% |
| Q2 2018 | $13,724,000 | +3.7% | 268,204 | +4.1% | 1.31% | -6.4% |
| Q1 2018 | $13,235,000 | +16.4% | 257,634 | +17.0% | 1.40% | -24.1% |
| Q4 2017 | $11,373,000 | +3.2% | 220,242 | +3.9% | 1.84% | -2.0% |
| Q3 2017 | $11,025,000 | +0.6% | 212,053 | +0.9% | 1.88% | -7.3% |
| Q2 2017 | $10,954,000 | +1.1% | 210,228 | +1.0% | 2.03% | +0.7% |
| Q1 2017 | $10,838,000 | +112.1% | 208,217 | +112.6% | 2.02% | +70.7% |
| Q4 2016 | $5,110,000 | +296.4% | 97,924 | +298.1% | 1.18% | +267.1% |
| Q3 2016 | $1,289,000 | – | 24,595 | – | 0.32% | – |
Download | ||||||
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% |