FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 369 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $324,770 | -8.2% | 6,784 | -9.1% | 0.07% | +37.5% |
| Q4 2022 | $353,777 | -32.2% | 7,462 | -32.3% | 0.05% | -62.2% |
| Q3 2022 | $522,000 | +2.2% | 11,028 | +4.2% | 0.13% | +22.1% |
| Q2 2022 | $511,000 | -1.7% | 10,582 | -0.4% | 0.10% | +11.8% |
| Q1 2022 | $520,000 | +2.4% | 10,624 | +4.5% | 0.09% | +10.7% |
| Q4 2021 | $508,000 | -3.1% | 10,171 | -1.8% | 0.08% | -9.7% |
| Q3 2021 | $524,000 | +0.6% | 10,358 | +1.2% | 0.09% | -2.1% |
| Q2 2021 | $521,000 | +7.6% | 10,235 | +8.1% | 0.10% | -14.4% |
| Q1 2021 | $484,000 | -1.8% | 9,471 | -1.1% | 0.11% | -10.5% |
| Q4 2020 | $493,000 | -54.8% | 9,575 | -54.6% | 0.12% | -65.1% |
| Q3 2020 | $1,090,000 | -2.2% | 21,092 | -2.2% | 0.36% | -16.7% |
| Q2 2020 | $1,114,000 | +39.2% | 21,558 | +37.4% | 0.43% | +16.7% |
| Q1 2020 | $800,000 | +1.7% | 15,693 | +3.3% | 0.36% | +23.7% |
| Q4 2019 | $787,000 | +14.7% | 15,193 | +15.2% | 0.30% | -4.2% |
| Q3 2019 | $686,000 | +45.0% | 13,193 | +44.4% | 0.31% | +51.0% |
| Q2 2019 | $473,000 | +437.5% | 9,135 | +432.7% | 0.20% | +213.8% |
| Q1 2018 | $88,000 | -14.6% | 1,715 | -14.1% | 0.06% | -15.6% |
| Q4 2017 | $103,000 | -9.6% | 1,997 | -8.8% | 0.08% | -24.5% |
| Q3 2017 | $114,000 | -11.6% | 2,190 | -11.2% | 0.10% | -23.9% |
| Q2 2017 | $129,000 | +578.9% | 2,467 | +583.4% | 0.13% | +570.0% |
| Q1 2017 | $19,000 | – | 361 | – | 0.02% | – |
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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% |