GeoWealth Management, LLC - FIRST TR EXCHANGE-TRADED FD ownership

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FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 3 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$45
+18.4%
955
+18.2%
0.01%
+25.0%
Q2 2023$38
-45.7%
808
-45.3%
0.00%
-50.0%
Q1 2023$70
-93.0%
1,478
-93.0%
0.01%
-92.5%
Q4 2022$1,004
-99.9%
21,186
+14.4%
0.11%
+10.4%
Q3 2022$878,000
-4.0%
18,519
-2.2%
0.10%
-22.0%
Q2 2022$915,000
-1.7%
18,944
-0.4%
0.12%
+50.0%
Q1 2022$931,000
-0.6%
19,028
+1.7%
0.08%
+7.9%
Q4 2021$937,000
-82.0%
18,716
-81.8%
0.08%
-82.3%
Q3 2021$5,215,000
+62.6%
103,080
+63.5%
0.43%
+5.9%
Q2 2021$3,208,000
+6.5%
63,049
+6.8%
0.41%
-13.6%
Q1 2021$3,013,000
+2.7%
59,032
+3.6%
0.47%
-0.2%
Q4 2020$2,934,000
-4.6%
56,980
-4.5%
0.47%
-49.4%
Q3 2020$3,076,000
-6.4%
59,647
-6.2%
0.93%
-31.6%
Q2 2020$3,287,000
+1.2%
63,611
-0.1%
1.36%
-40.8%
Q1 2020$3,248,000
+13.1%
63,693
+14.9%
2.30%
+48.6%
Q4 2019$2,871,000–55,423–1.54%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 239,139$12,196,00013.03%
HBK Sorce Advisory LLC 1,966,811$100,307,0009.75%
Ascension Capital Advisors, Inc. 160,321$8,176,0008.58%
Richard Bernstein Advisors LLC 4,726,123$241,032,0008.55%
WealthOne, LLC 197,217$10,058,0007.71%
Flaharty Asset Management, LLC 307,229$15,668,0007.22%
TL Private Wealth 153,635$7,941,0007.22%
ARQ WEALTH ADVISORS, LLC 109,030$5,561,0006.32%
Arlington Financial Advisors, LLC 172,238$8,784,0006.25%
Stratos Wealth Advisors, LLC 172,479$8,796,0006.23%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders