FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,810 | +62.8% | 38,324 | +64.2% | 0.10% | +62.9% |
| Q2 2023 | $1,112 | -1.3% | 23,336 | -0.9% | 0.06% | -3.1% |
| Q1 2023 | $1,127 | +3.8% | 23,538 | +2.7% | 0.06% | -3.0% |
| Q4 2022 | $1,086 | -99.9% | 22,913 | +4.3% | 0.07% | -8.3% |
| Q3 2022 | $1,041,000 | -3.6% | 21,975 | -1.7% | 0.07% | -4.0% |
| Q2 2022 | $1,080,000 | -3.8% | 22,362 | -2.5% | 0.08% | +5.6% |
| Q1 2022 | $1,123,000 | -59.6% | 22,941 | -58.8% | 0.07% | -58.0% |
| Q4 2021 | $2,781,000 | -7.1% | 55,635 | -6.0% | 0.17% | -13.8% |
| Q3 2021 | $2,994,000 | -3.6% | 59,183 | -3.0% | 0.20% | -6.2% |
| Q2 2021 | $3,105,000 | +533.7% | 60,995 | +535.6% | 0.21% | +514.7% |
| Q1 2021 | $490,000 | -73.3% | 9,597 | -73.1% | 0.03% | -78.9% |
| Q4 2020 | $1,836,000 | +12.4% | 35,677 | +12.9% | 0.16% | +3.9% |
| Q3 2020 | $1,633,000 | +3.9% | 31,595 | +3.9% | 0.16% | -6.1% |
| Q2 2020 | $1,571,000 | +2.7% | 30,404 | +1.4% | 0.16% | -12.2% |
| Q1 2020 | $1,529,000 | -25.1% | 29,984 | -23.9% | 0.19% | -6.9% |
| Q4 2019 | $2,041,000 | +8.1% | 39,392 | +8.5% | 0.20% | +1.0% |
| Q3 2019 | $1,888,000 | +10.7% | 36,321 | +10.1% | 0.20% | +7.5% |
| Q2 2019 | $1,705,000 | +83.3% | 32,993 | +81.8% | 0.19% | +73.8% |
| Q1 2019 | $930,000 | +1247.8% | 18,146 | +1245.1% | 0.11% | +1088.9% |
| Q4 2018 | $69,000 | – | 1,349 | – | 0.01% | – |
Download | ||||||
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% |