FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 285 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,600,182 | -3.6% | 158,767 | -4.6% | 4.72% | -8.8% |
| Q4 2022 | $7,886,887 | -5.0% | 166,355 | -6.5% | 5.18% | -6.2% |
| Q3 2022 | $8,299,000 | -3.8% | 177,946 | +0.2% | 5.52% | +3.9% |
| Q2 2022 | $8,624,000 | +0.6% | 177,520 | +1.3% | 5.32% | +9.0% |
| Q1 2022 | $8,575,000 | -41.7% | 175,186 | -40.5% | 4.88% | -40.9% |
| Q4 2021 | $14,708,000 | -15.0% | 294,221 | -14.0% | 8.25% | -18.9% |
| Q3 2021 | $17,311,000 | +32.5% | 342,242 | +33.4% | 10.18% | +30.8% |
| Q2 2021 | $13,061,000 | +3.4% | 256,598 | +3.8% | 7.78% | -1.8% |
| Q1 2021 | $12,632,000 | +6.5% | 247,155 | +7.3% | 7.92% | +12.0% |
| Q4 2020 | $11,857,000 | +15.0% | 230,373 | +15.4% | 7.08% | -1.0% |
| Q3 2020 | $10,314,000 | +34.8% | 199,569 | +34.8% | 7.15% | +11.8% |
| Q2 2020 | $7,649,000 | +50.8% | 148,007 | +48.8% | 6.40% | +25.1% |
| Q1 2020 | $5,072,000 | -39.6% | 99,454 | -38.7% | 5.11% | -30.3% |
| Q4 2019 | $8,404,000 | – | 162,256 | – | 7.34% | – |
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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% |