FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,121 | -1.8% | 44,453 | -1.6% | 0.30% | +2.7% |
| Q2 2023 | $2,159 | -9.7% | 45,192 | -10.3% | 0.29% | -12.3% |
| Q1 2023 | $2,390 | 0.0% | 50,385 | 0.0% | 0.33% | +2.5% |
| Q4 2022 | $2,390 | -99.9% | 50,385 | -5.4% | 0.33% | -17.5% |
| Q3 2022 | $2,539,000 | -1.2% | 53,266 | -0.0% | 0.40% | +3.4% |
| Q2 2022 | $2,570,000 | -1.3% | 53,271 | +0.2% | 0.38% | +10.1% |
| Q1 2022 | $2,604,000 | -7.5% | 53,175 | -5.7% | 0.35% | -5.2% |
| Q4 2021 | $2,815,000 | -75.3% | 56,365 | -75.0% | 0.37% | -76.1% |
| Q3 2021 | $11,417,000 | +0.2% | 225,759 | +0.8% | 1.53% | -5.0% |
| Q2 2021 | $11,390,000 | +0.1% | 224,035 | +1.5% | 1.61% | -9.4% |
| Q1 2021 | $11,373,000 | 0.0% | 220,712 | 0.0% | 1.78% | 0.0% |
| Q4 2020 | $11,373,000 | +0.8% | 220,712 | +1.1% | 1.78% | -11.8% |
| Q3 2020 | $11,281,000 | -0.5% | 218,289 | -0.4% | 2.02% | -7.6% |
| Q2 2020 | $11,335,000 | -35.0% | 219,237 | -35.5% | 2.18% | +56.9% |
| Q1 2020 | $17,446,000 | +96.6% | 339,684 | +98.3% | 1.39% | +25.3% |
| Q4 2019 | $8,873,000 | +5.6% | 171,286 | +5.8% | 1.11% | -22.3% |
| Q3 2019 | $8,405,000 | -0.7% | 161,846 | -1.2% | 1.43% | -0.9% |
| Q2 2019 | $8,468,000 | +3.9% | 163,851 | +3.0% | 1.44% | +8.2% |
| Q1 2019 | $8,154,000 | +1.4% | 159,005 | +0.8% | 1.34% | -11.5% |
| Q4 2018 | $8,041,000 | -3.4% | 157,689 | -3.5% | 1.51% | +7.3% |
| Q3 2018 | $8,327,000 | -2.5% | 163,367 | -2.1% | 1.40% | -2.7% |
| Q2 2018 | $8,541,000 | +0.1% | 166,910 | +0.5% | 1.44% | -0.8% |
| Q1 2018 | $8,532,000 | +16.1% | 166,098 | +16.7% | 1.46% | +13.7% |
| Q4 2017 | $7,352,000 | -4.2% | 142,363 | -3.6% | 1.28% | -7.6% |
| Q3 2017 | $7,674,000 | +8.1% | 147,611 | +8.3% | 1.38% | +2.7% |
| Q2 2017 | $7,101,000 | +12.6% | 136,347 | +12.5% | 1.35% | +11.9% |
| Q1 2017 | $6,308,000 | +37.2% | 121,159 | +37.5% | 1.20% | +28.9% |
| Q4 2016 | $4,596,000 | +41.9% | 88,086 | +42.7% | 0.94% | +37.3% |
| Q3 2016 | $3,238,000 | – | 61,745 | – | 0.68% | – |
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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 Capital Advisors, Inc. | 184,996 | $9,522,000 | 6.65% |
| Ascension Asset Management LLC | 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% |