FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 373 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $654,318 | -1.0% | 13,851 | -0.1% | 0.06% | -1.5% |
Q2 2023 | $660,916 | -4.9% | 13,864 | -4.5% | 0.06% | -20.7% |
Q1 2023 | $694,757 | +22.1% | 14,513 | +21.0% | 0.08% | +20.6% |
Q4 2022 | $568,826 | -25.9% | 11,998 | -26.0% | 0.07% | -32.0% |
Q3 2022 | $768,000 | -39.2% | 16,224 | -38.0% | 0.10% | -34.6% |
Q2 2022 | $1,264,000 | -2.8% | 26,172 | -1.5% | 0.15% | +7.7% |
Q1 2022 | $1,301,000 | +5.8% | 26,577 | +8.0% | 0.14% | -2.7% |
Q4 2021 | $1,230,000 | -22.8% | 24,614 | -21.9% | 0.15% | -27.4% |
Q3 2021 | $1,594,000 | -12.9% | 31,518 | -12.3% | 0.20% | -12.6% |
Q2 2021 | $1,830,000 | -2.2% | 35,946 | -2.0% | 0.23% | -12.9% |
Q1 2021 | $1,872,000 | +3.9% | 36,661 | +4.8% | 0.26% | -1.1% |
Q4 2020 | $1,801,000 | +9.4% | 34,991 | +9.9% | 0.27% | -13.9% |
Q3 2020 | $1,646,000 | +7.7% | 31,852 | +7.7% | 0.31% | 0.0% |
Q2 2020 | $1,529,000 | +1.1% | 29,582 | -0.2% | 0.31% | -16.0% |
Q1 2020 | $1,512,000 | +9.6% | 29,649 | +11.4% | 0.37% | 0.0% |
Q4 2019 | $1,379,000 | +13.8% | 26,617 | +14.1% | 0.37% | +9.2% |
Q3 2019 | $1,212,000 | +18.6% | 23,318 | +18.4% | 0.34% | +8.7% |
Q2 2019 | $1,022,000 | +28.6% | 19,695 | +27.0% | 0.31% | +5.1% |
Q1 2019 | $795,000 | -2.9% | 15,511 | -3.4% | 0.30% | -15.4% |
Q4 2018 | $819,000 | – | 16,051 | – | 0.35% | – |
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% |