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 | $265,975 | -6.6% | 5,580 | -6.2% | 0.18% | -10.4% |
Q1 2023 | $284,883 | -3.2% | 5,951 | -4.1% | 0.20% | -7.8% |
Q4 2022 | $294,268 | +0.8% | 6,207 | +0.6% | 0.22% | -1.4% |
Q3 2022 | $292,000 | -1.7% | 6,172 | +0.4% | 0.22% | +6.7% |
Q2 2022 | $297,000 | -1.0% | 6,146 | +0.4% | 0.21% | +33.3% |
Q1 2022 | $300,000 | -1.6% | 6,120 | +0.4% | 0.16% | +6.8% |
Q4 2021 | $305,000 | -10.8% | 6,095 | -9.9% | 0.15% | -13.6% |
Q3 2021 | $342,000 | -2.0% | 6,767 | -1.0% | 0.17% | -18.4% |
Q1 2021 | $349,000 | +12.2% | 6,832 | +12.9% | 0.21% | +1.5% |
Q4 2020 | $311,000 | -11.4% | 6,054 | -10.9% | 0.20% | -29.7% |
Q3 2020 | $351,000 | -16.2% | 6,793 | -16.3% | 0.29% | -25.6% |
Q2 2020 | $419,000 | +30.1% | 8,112 | +28.2% | 0.39% | +26.6% |
Q1 2020 | $322,000 | -0.9% | 6,326 | +0.5% | 0.31% | +11.2% |
Q4 2019 | $325,000 | 0.0% | 6,292 | +0.6% | 0.28% | -8.0% |
Q3 2019 | $325,000 | -38.6% | 6,256 | -38.9% | 0.30% | -43.5% |
Q2 2019 | $529,000 | -9.7% | 10,245 | -10.3% | 0.53% | -24.4% |
Q1 2019 | $586,000 | -37.3% | 11,422 | -37.6% | 0.70% | -53.9% |
Q4 2018 | $935,000 | – | 18,317 | – | 1.53% | – |
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 Capital Advisors, Inc. | 184,996 | $9,522,000 | 6.65% |
Ascension Asset Management LLC | 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% |