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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,566 | -2.2% | 53,835 | -1.8% | 0.23% | +6.6% |
| Q1 2023 | $2,623 | -100.0% | 54,804 | +54.4% | 0.21% | +44.9% |
| Q4 2022 | $1,682,459,500 | +116011.8% | 35,487 | +16.0% | 0.15% | +3.5% |
| Q3 2022 | $1,449,000 | +5.8% | 30,603 | +7.9% | 0.14% | +2.9% |
| Q2 2022 | $1,369,000 | +1.3% | 28,354 | +2.7% | 0.14% | +22.1% |
| Q1 2022 | $1,352,000 | -0.4% | 27,610 | +1.6% | 0.11% | -2.6% |
| Q4 2021 | $1,357,000 | -0.2% | 27,170 | +1.0% | 0.12% | -22.7% |
| Q3 2021 | $1,360,000 | +6.8% | 26,890 | +4.0% | 0.15% | -16.2% |
| Q2 2021 | $1,274,000 | +2.7% | 25,855 | +6.4% | 0.18% | +12.6% |
| Q1 2021 | $1,241,000 | +9.9% | 24,304 | +10.8% | 0.16% | -0.6% |
| Q4 2020 | $1,129,000 | -23.9% | 21,927 | -23.5% | 0.16% | -28.3% |
| Q3 2020 | $1,483,000 | +23.5% | 28,674 | +23.4% | 0.22% | +7.2% |
| Q2 2020 | $1,201,000 | +4.4% | 23,246 | +3.1% | 0.21% | -8.0% |
| Q1 2020 | $1,150,000 | -39.2% | 22,541 | -38.3% | 0.23% | -31.3% |
| Q4 2019 | $1,893,000 | -13.9% | 36,537 | -13.6% | 0.33% | -21.7% |
| Q3 2019 | $2,199,000 | +21.4% | 42,303 | +20.7% | 0.42% | +19.7% |
| Q2 2019 | $1,811,000 | +100.3% | 35,041 | +98.8% | 0.35% | +85.7% |
| Q1 2019 | $904,000 | +39.7% | 17,622 | +39.1% | 0.19% | +20.4% |
| Q4 2018 | $647,000 | – | 12,669 | – | 0.16% | – |
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% |