FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| TL Private Wealth | 301,550 | $15,403,000 | 9.45% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 247,155 | $12,632,000 | 7.92% |
| INSPIRION WEALTH ADVISORS, LLC | 566,441 | $28,922,000 | 7.67% |
| Weitzel Financial Services, Inc. | 214,485 | $10,958,000 | 7.66% |
| AGILIS PARTNERS LLC | 324,031 | $16,545,000 | 7.53% |
| Stockman Wealth Management, Inc. | 521,220 | $26,613,000 | 7.41% |
| Ascension Capital Advisors, Inc. | 195,437 | $9,979,000 | 6.76% |
| Richard Bernstein Advisors LLC | 5,487,888 | $280,210,000 | 6.40% |
| Quaker Wealth Management, LLC | 256,007 | $13,072,000 | 6.06% |
| Walkner Condon Financial Advisors LLC | 284,686 | $14,536,000 | 5.65% |