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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,696,125 | +0.2% | 56,111 | +0.6% | 0.22% | -7.1% |
| Q1 2024 | $2,691,232 | +6.7% | 55,777 | +6.9% | 0.24% | -4.0% |
| Q4 2023 | $2,521,590 | -4.8% | 52,185 | -6.9% | 0.25% | -17.8% |
| Q3 2023 | $2,648,785 | -2.7% | 56,070 | -1.8% | 0.30% | -1.0% |
| Q2 2023 | $2,722,456 | -52.1% | 57,110 | -51.9% | 0.31% | -57.9% |
| Q1 2023 | $5,685,882 | -27.1% | 118,777 | -27.8% | 0.73% | -32.6% |
| Q4 2022 | $7,798,144 | +5.3% | 164,483 | +5.2% | 1.08% | -1.4% |
| Q3 2022 | $7,407,000 | +14.6% | 156,425 | +16.9% | 1.09% | +21.2% |
| Q2 2022 | $6,464,000 | -15.1% | 133,826 | -14.0% | 0.90% | -5.3% |
| Q1 2022 | $7,615,000 | +1.0% | 155,560 | +3.2% | 0.95% | +4.0% |
| Q4 2021 | $7,537,000 | +14.0% | 150,771 | +15.3% | 0.91% | +1.4% |
| Q3 2021 | $6,612,000 | +13.6% | 130,726 | +14.3% | 0.90% | -18.4% |
| Q2 2021 | $5,820,000 | +9.6% | 114,337 | +9.9% | 1.10% | +2.7% |
| Q1 2021 | $5,309,000 | +0.3% | 104,010 | +1.1% | 1.08% | -13.3% |
| Q4 2020 | $5,294,000 | +2.5% | 102,886 | +3.0% | 1.24% | -11.8% |
| Q3 2020 | $5,163,000 | +84.6% | 99,864 | +84.3% | 1.41% | +67.6% |
| Q2 2020 | $2,797,000 | +8.5% | 54,171 | +7.1% | 0.84% | -10.3% |
| Q1 2020 | $2,579,000 | +34.5% | 50,595 | +36.6% | 0.94% | +72.2% |
| Q4 2019 | $1,917,000 | – | 37,034 | – | 0.54% | – |
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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% |