FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,536,000 | -55.8% | 116,924 | -54.9% | 1.04% | -53.0% |
| Q2 2022 | $12,516,000 | -2.3% | 259,139 | -1.0% | 2.21% | +18.6% |
| Q1 2022 | $12,812,000 | +48.6% | 261,742 | +51.8% | 1.86% | +72.5% |
| Q4 2021 | $8,622,000 | -16.0% | 172,480 | -15.0% | 1.08% | -25.3% |
| Q3 2021 | $10,265,000 | +22.1% | 202,951 | +22.9% | 1.45% | +16.2% |
| Q2 2021 | $8,407,000 | +13.9% | 165,169 | +14.3% | 1.24% | -6.8% |
| Q1 2021 | $7,381,000 | -14.3% | 144,550 | -13.7% | 1.34% | -24.7% |
| Q4 2020 | $8,617,000 | +2.8% | 167,427 | +3.3% | 1.77% | -13.5% |
| Q3 2020 | $8,379,000 | +44.5% | 162,132 | +44.5% | 2.05% | +27.6% |
| Q2 2020 | $5,797,000 | +31.7% | 112,178 | +30.0% | 1.61% | +11.2% |
| Q1 2020 | $4,402,000 | +15.2% | 86,321 | +17.0% | 1.44% | +43.4% |
| Q4 2019 | $3,822,000 | -45.0% | 73,791 | -44.8% | 1.01% | -50.3% |
| Q3 2019 | $6,954,000 | +0.1% | 133,754 | -0.5% | 2.03% | -8.0% |
| Q2 2019 | $6,947,000 | +17.0% | 134,419 | +16.1% | 2.20% | +4.4% |
| Q1 2019 | $5,938,000 | +14.8% | 115,794 | +14.3% | 2.11% | -14.5% |
| Q4 2018 | $5,172,000 | +24.3% | 101,309 | +24.1% | 2.47% | +72.2% |
| Q3 2018 | $4,162,000 | +23.4% | 81,659 | +23.9% | 1.43% | +8.0% |
| Q2 2018 | $3,373,000 | +8.7% | 65,919 | +9.1% | 1.33% | +6.1% |
| Q1 2018 | $3,104,000 | +8.8% | 60,428 | +9.4% | 1.25% | +3.7% |
| Q4 2017 | $2,852,000 | +11.3% | 55,226 | +12.1% | 1.21% | +1.3% |
| Q3 2017 | $2,562,000 | – | 49,284 | – | 1.19% | – |
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% |