FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 373 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is 24.80 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,676,483 | +0.8% | 118,137 | +1.2% | 2.80% | +0.1% |
| Q1 2024 | $5,630,872 | +4.5% | 116,702 | +4.7% | 2.80% | +0.3% |
| Q4 2023 | $5,386,037 | +0.3% | 111,466 | -1.9% | 2.79% | -1.6% |
| Q3 2023 | $5,369,960 | +4.4% | 113,674 | +5.3% | 2.83% | +2.0% |
| Q2 2023 | $5,145,357 | – | 107,937 | – | 2.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 292,992 | $15,142,000 | 5.88% |
| TD Capital Management LLC | 557,208 | $28,797,000 | 5.84% |
| WealthOne, LLC | 149,795 | $7,741,000 | 5.48% |
| American Financial Advisors, LLC | 513,606 | $26,543,000 | 5.18% |
| 3D ASSET MANAGEMENT, INC | 386,456 | $19,972,000 | 4.87% |
| Clear Creek Financial Management, LLC | 210,785 | $10,893,000 | 4.66% |
| Prism Advisors, Inc. | 145,048 | $7,496,000 | 4.27% |
| Astor Investment Management LLC | 501,665 | $25,926,000 | 4.21% |
| Grove Bank & Trust | 191,490 | $9,896,000 | 3.62% |
| HBK Sorce Advisory LLC | 641,418 | $33,149,000 | 3.20% |