FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 364 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,831,447 | -3.7% | 123,443 | -2.8% | 1.19% | -2.8% |
| Q2 2023 | $6,056,473 | -0.9% | 127,050 | -0.4% | 1.22% | -5.3% |
| Q1 2023 | $6,108,499 | +98855.1% | 127,606 | -2.0% | 1.29% | -5.2% |
| Q4 2022 | $6,173 | -99.9% | 130,205 | -5.3% | 1.36% | -15.6% |
| Q3 2022 | $6,513,000 | -1.9% | 137,551 | +0.1% | 1.61% | +1.6% |
| Q2 2022 | $6,636,000 | -2.5% | 137,390 | -1.2% | 1.59% | +18.8% |
| Q1 2022 | $6,805,000 | -8.4% | 139,026 | -6.4% | 1.34% | -5.7% |
| Q4 2021 | $7,429,000 | -7.4% | 148,605 | -6.3% | 1.42% | -15.9% |
| Q3 2021 | $8,024,000 | +0.2% | 158,652 | +0.8% | 1.69% | -2.7% |
| Q2 2021 | $8,009,000 | -3.1% | 157,349 | -2.8% | 1.73% | -10.8% |
| Q1 2021 | $8,262,000 | -6.1% | 161,812 | -5.3% | 1.94% | -15.0% |
| Q4 2020 | $8,798,000 | -3.5% | 170,924 | -3.1% | 2.28% | -18.2% |
| Q3 2020 | $9,119,000 | -4.8% | 176,469 | -4.7% | 2.79% | -11.4% |
| Q2 2020 | $9,574,000 | -7.8% | 185,252 | -9.0% | 3.15% | -23.1% |
| Q1 2020 | $10,382,000 | +0.4% | 203,557 | +2.0% | 4.10% | +31.9% |
| Q4 2019 | $10,338,000 | +0.2% | 199,578 | +0.6% | 3.11% | -6.6% |
| Q3 2019 | $10,313,000 | +4.2% | 198,373 | +3.6% | 3.32% | -8.0% |
| Q2 2019 | $9,896,000 | +1.7% | 191,490 | +0.9% | 3.62% | -3.2% |
| Q1 2019 | $9,735,000 | -0.3% | 189,836 | -0.7% | 3.74% | -18.0% |
| Q4 2018 | $9,765,000 | +15.9% | 191,270 | +15.7% | 4.56% | +31.7% |
| Q3 2018 | $8,429,000 | +567.4% | 165,369 | +569.8% | 3.46% | +543.1% |
| Q2 2018 | $1,263,000 | – | 24,688 | – | 0.54% | – |
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% |