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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,325 | -99.9% | 49,043 | +1.9% | 0.23% | -5.8% |
| Q3 2022 | $2,279,000 | -3.8% | 48,123 | -1.9% | 0.24% | +0.4% |
| Q2 2022 | $2,369,000 | -36.7% | 49,049 | -35.8% | 0.24% | -21.7% |
| Q1 2022 | $3,741,000 | -11.4% | 76,429 | -9.5% | 0.31% | -5.2% |
| Q4 2021 | $4,221,000 | +1031.6% | 84,445 | +1045.2% | 0.33% | +372.5% |
| Q3 2021 | $373,000 | -92.6% | 7,374 | -92.6% | 0.07% | -89.5% |
| Q2 2021 | $5,064,000 | +1.9% | 99,500 | +2.2% | 0.66% | -12.8% |
| Q1 2021 | $4,969,000 | +30.1% | 97,324 | +31.2% | 0.75% | +34.0% |
| Q4 2020 | $3,819,000 | +3.0% | 74,206 | +3.4% | 0.56% | -8.5% |
| Q3 2020 | $3,708,000 | +10.5% | 71,736 | +10.5% | 0.61% | -0.2% |
| Q2 2020 | $3,355,000 | -49.5% | 64,904 | -49.4% | 0.61% | -44.8% |
| Q4 2019 | $6,639,000 | +145.8% | 128,153 | +146.7% | 1.11% | +140.9% |
| Q3 2019 | $2,701,000 | – | 51,947 | – | 0.46% | – |
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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% |