FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $564,441 | -50.1% | 11,841 | -49.9% | 0.30% | -19.0% |
Q1 2023 | $1,132,064 | +99.4% | 23,648 | +97.5% | 0.36% | -5.5% |
Q4 2022 | $567,693 | -3.9% | 11,974 | -4.1% | 0.38% | -22.1% |
Q3 2022 | $591,000 | -6.5% | 12,486 | -4.6% | 0.49% | +14.1% |
Q2 2022 | $632,000 | -15.6% | 13,087 | -14.4% | 0.43% | -12.0% |
Q1 2022 | $749,000 | -88.3% | 15,296 | -87.9% | 0.49% | -89.8% |
Q4 2018 | $6,427,000 | -7.7% | 125,902 | -7.8% | 4.81% | +12.8% |
Q3 2018 | $6,960,000 | +6.3% | 136,557 | +6.7% | 4.27% | -1.7% |
Q2 2018 | $6,550,000 | +19.8% | 128,000 | +20.2% | 4.34% | +37.0% |
Q1 2018 | $5,469,000 | +5.8% | 106,460 | +6.4% | 3.17% | -2.9% |
Q4 2017 | $5,168,000 | +11.8% | 100,078 | +12.6% | 3.26% | +2.7% |
Q3 2017 | $4,623,000 | +18.6% | 88,915 | +18.9% | 3.17% | +19.0% |
Q2 2017 | $3,897,000 | +40.9% | 74,788 | +40.7% | 2.67% | +29.1% |
Q1 2017 | $2,766,000 | +24.5% | 53,137 | +24.8% | 2.07% | +0.4% |
Q4 2016 | $2,222,000 | – | 42,588 | – | 2.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INSPIRION WEALTH ADVISORS, LLC | 657,436 | $33,838,000 | 9.52% |
AGILIS PARTNERS LLC | 361,290 | $18,596,000 | 8.72% |
TL Private Wealth | 258,584 | $13,338,000 | 8.43% |
Weitzel Financial Services, Inc. | 209,008 | $10,755,000 | 8.03% |
HBK Sorce Advisory LLC | 2,233,622 | $114,965,000 | 7.10% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,373 | $11,857,000 | 7.08% |
Ascension Asset Management LLC | 184,996 | $9,522,000 | 6.65% |
Ascension Capital Advisors, Inc. | 184,996 | $9,522,000 | 6.65% |
Walkner Condon Financial Advisors LLC | 290,802 | $14,968,000 | 6.46% |
Richard Bernstein Advisors LLC | 5,031,232 | $258,957,000 | 6.36% |