FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2024. The put-call ratio across all filers is 13.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,882,079 | -0.2% | 59,981 | -0.2% | 0.82% | -2.5% |
| Q1 2024 | $2,887,481 | +0.1% | 60,093 | +0.1% | 0.84% | -2.7% |
| Q4 2023 | $2,883,464 | -28.3% | 60,035 | -29.4% | 0.86% | -34.2% |
| Q3 2023 | $4,018,864 | -9.2% | 85,073 | -8.4% | 1.31% | -3.7% |
| Q2 2023 | $4,426,059 | -5.6% | 92,848 | -5.2% | 1.36% | -3.7% |
| Q1 2023 | $4,686,332 | -53.0% | 97,897 | -53.1% | 1.42% | -42.8% |
| Q4 2022 | $9,980,117 | +8.9% | 208,876 | +7.6% | 2.48% | 0.0% |
| Q3 2022 | $9,167,000 | -14.9% | 194,052 | -13.0% | 2.48% | -11.8% |
| Q2 2022 | $10,778,000 | -10.8% | 223,142 | -10.1% | 2.81% | -10.8% |
| Q1 2022 | $12,077,000 | -30.8% | 248,090 | -28.9% | 3.14% | -22.2% |
| Q4 2021 | $17,446,000 | -16.9% | 348,990 | -15.9% | 4.04% | -11.1% |
| Q3 2021 | $20,989,000 | -4.3% | 414,969 | -3.9% | 4.55% | +3.2% |
| Q2 2021 | $21,940,000 | -9.0% | 431,974 | -8.5% | 4.40% | -7.7% |
| Q1 2021 | $24,118,000 | – | 472,157 | – | 4.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 240,818 | $12,445,000 | 10.96% |
| INSPIRION WEALTH ADVISORS, LLC | 452,497 | $23,385,000 | 9.18% |
| TL Private Wealth | 216,564 | $11,188,000 | 8.96% |
| HBK Sorce Advisory LLC | 2,200,004 | $113,696,000 | 8.41% |
| Richard Bernstein Advisors LLC | 4,979,514 | $257,341,000 | 8.06% |
| Ascension Capital Advisors, Inc. | 160,383 | $8,289,000 | 7.24% |
| Hapanowicz & Associates Financial Services, Inc | 212,417 | $10,975,000 | 6.90% |
| WealthOne, LLC | 211,297 | $10,920,000 | 6.70% |
| ARQ WEALTH ADVISORS, LLC | 128,063 | $6,618,000 | 6.43% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 148,007 | $7,649,000 | 6.40% |