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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $75 | -99.9% | 1,588 | -27.4% | 0.02% | -32.4% |
| Q3 2022 | $103,000 | -2.8% | 2,188 | 0.0% | 0.03% | +6.2% |
| Q2 2022 | $106,000 | -89.3% | 2,188 | -89.2% | 0.03% | -87.8% |
| Q1 2022 | $993,000 | +2.6% | 20,292 | +4.7% | 0.26% | +4.4% |
| Q4 2021 | $968,000 | +7.6% | 19,389 | +9.1% | 0.25% | -1.6% |
| Q3 2021 | $900,000 | +67.9% | 17,779 | +68.9% | 0.26% | +64.5% |
| Q2 2021 | $536,000 | +199.4% | 10,529 | +200.8% | 0.16% | +146.0% |
| Q1 2021 | $179,000 | – | 3,500 | – | 0.06% | – |
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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% |