FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,340,553 | -2.0% | 49,546 | -1.1% | 1.59% | -0.4% |
| Q2 2023 | $2,388,077 | +100790.5% | 50,096 | +1.3% | 1.59% | -4.2% |
| Q1 2023 | $2,367 | +8.8% | 49,455 | +7.8% | 1.66% | +10.0% |
| Q4 2022 | $2,175 | -99.9% | 45,868 | +0.9% | 1.51% | +0.9% |
| Q3 2022 | $2,152,000 | -8.6% | 45,442 | -6.8% | 1.50% | -3.2% |
| Q2 2022 | $2,354,000 | +633.3% | 48,743 | +643.9% | 1.55% | +714.7% |
| Q1 2022 | $321,000 | – | 6,552 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 239,139 | $12,196,000 | 13.03% |
| HBK Sorce Advisory LLC | 1,966,811 | $100,307,000 | 9.75% |
| Ascension Capital Advisors, Inc. | 160,321 | $8,176,000 | 8.58% |
| Richard Bernstein Advisors LLC | 4,726,123 | $241,032,000 | 8.55% |
| WealthOne, LLC | 197,217 | $10,058,000 | 7.71% |
| Flaharty Asset Management, LLC | 307,229 | $15,668,000 | 7.22% |
| TL Private Wealth | 153,635 | $7,941,000 | 7.22% |
| ARQ WEALTH ADVISORS, LLC | 109,030 | $5,561,000 | 6.32% |
| Arlington Financial Advisors, LLC | 172,238 | $8,784,000 | 6.25% |
| Stratos Wealth Advisors, LLC | 172,479 | $8,796,000 | 6.23% |