FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,500 | -6.1% | 6,806 | -5.3% | 0.03% | -3.2% |
| Q2 2023 | $342,484 | -21.0% | 7,184 | -20.7% | 0.03% | -27.9% |
| Q1 2023 | $433,585 | -6.2% | 9,058 | -7.1% | 0.04% | -15.7% |
| Q3 2022 | $462,000 | -3.5% | 9,749 | -1.6% | 0.05% | -3.8% |
| Q2 2022 | $479,000 | -5.0% | 9,908 | -3.7% | 0.05% | +8.2% |
| Q1 2022 | $504,000 | -1.9% | 10,293 | +0.1% | 0.05% | 0.0% |
| Q4 2021 | $514,000 | -8.4% | 10,283 | -7.3% | 0.05% | -18.3% |
| Q3 2021 | $561,000 | +12.4% | 11,089 | +13.2% | 0.06% | +13.2% |
| Q2 2021 | $499,000 | -11.1% | 9,797 | -10.8% | 0.05% | -19.7% |
| Q1 2021 | $561,000 | -23.2% | 10,987 | -22.5% | 0.07% | -28.3% |
| Q4 2020 | $730,000 | +115.3% | 14,175 | +116.2% | 0.09% | +84.0% |
| Q3 2020 | $339,000 | -38.4% | 6,557 | -38.4% | 0.05% | -43.8% |
| Q2 2020 | $550,000 | +46.3% | 10,647 | +47.2% | 0.09% | +34.8% |
| Q3 2019 | $376,000 | +0.3% | 7,234 | +0.1% | 0.07% | -1.5% |
| Q2 2019 | $375,000 | +44.8% | 7,227 | +40.5% | 0.07% | +116.1% |
| Q1 2019 | $259,000 | -70.4% | 5,143 | -70.0% | 0.03% | -83.4% |
| Q4 2018 | $874,000 | -95.6% | 17,156 | -98.3% | 0.19% | -24.6% |
| Q3 2018 | $19,698,000 | -4.4% | 1,024,789 | -2.8% | 0.25% | +6.9% |
| Q2 2018 | $20,604,000 | +1628.5% | 1,054,488 | +4461.3% | 0.23% | +2.2% |
| Q1 2018 | $1,192,000 | +1.7% | 23,118 | +2.0% | 0.23% | +3.2% |
| Q4 2017 | $1,172,000 | +14.1% | 22,655 | +15.0% | 0.22% | +3.3% |
| Q3 2017 | $1,027,000 | +9.7% | 19,698 | +10.2% | 0.21% | +1.4% |
| Q2 2017 | $936,000 | – | 17,871 | – | 0.21% | – |
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% |