FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $40,362 | -0.4% | 840 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $40,530 | -4.5% | 840 | -4.3% | 0.00% | 0.0% |
| Q4 2023 | $42,425 | -53.3% | 878 | -54.3% | 0.00% | -50.0% |
| Q3 2023 | $90,843 | -25.4% | 1,923 | -24.7% | 0.00% | -33.3% |
| Q2 2023 | $121,749 | -0.1% | 2,554 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $121,860 | -7.6% | 2,546 | -8.5% | 0.00% | -25.0% |
| Q4 2022 | $131,942 | -0.8% | 2,783 | -1.1% | 0.00% | +33.3% |
| Q3 2022 | $133,000 | +49.4% | 2,814 | +52.1% | 0.00% | +50.0% |
| Q2 2022 | $89,000 | -14.4% | 1,850 | -12.9% | 0.00% | -33.3% |
| Q1 2022 | $104,000 | -69.2% | 2,125 | -68.0% | 0.00% | -70.0% |
| Q2 2021 | $338,000 | -0.6% | 6,650 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $340,000 | -7.1% | 6,650 | -6.5% | 0.01% | -29.4% |
| Q4 2020 | $366,000 | -37.0% | 7,116 | -36.8% | 0.02% | -45.2% |
| Q3 2020 | $581,000 | -27.4% | 11,254 | -27.4% | 0.03% | -38.0% |
| Q2 2020 | $800,000 | +136.0% | 15,494 | +133.0% | 0.05% | +72.4% |
| Q1 2020 | $339,000 | -1.5% | 6,650 | 0.0% | 0.03% | +20.8% |
| Q4 2019 | $344,000 | -0.3% | 6,650 | 0.0% | 0.02% | +26.3% |
| Q3 2019 | $345,000 | +0.6% | 6,650 | 0.0% | 0.02% | -60.4% |
| Q2 2019 | $343,000 | +0.6% | 6,650 | 0.0% | 0.05% | -17.2% |
| Q1 2019 | $341,000 | – | 6,650 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 253,957 | $13,155,000 | 12.68% |
| INSPIRION WEALTH ADVISORS, LLC | 488,691 | $25,314,000 | 8.55% |
| TL Private Wealth | 170,530 | $8,898,000 | 7.70% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 162,256 | $8,404,000 | 7.34% |
| WealthOne, LLC | 186,419 | $9,656,000 | 6.01% |
| Ascension Capital Advisors, Inc. | 162,114 | $8,398,000 | 5.75% |
| Flaharty Asset Management, LLC | 305,514 | $15,826,000 | 5.60% |
| American Financial Advisors, LLC | 496,001 | $25,757,000 | 4.52% |
| 3D ASSET MANAGEMENT, INC | 372,641 | $19,303,000 | 4.47% |
| Astor Investment Management LLC | 509,691 | $26,402,000 | 4.46% |