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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,402 | -0.9% | 1,829 | 0.0% | 0.03% | +3.3% |
| Q2 2023 | $87,188 | -66.7% | 1,829 | -66.5% | 0.03% | -68.8% |
| Q1 2023 | $261,466 | +129982.6% | 5,462 | +28.9% | 0.10% | +24.7% |
| Q4 2022 | $201 | -99.9% | 4,238 | +18.1% | 0.08% | +5.5% |
| Q3 2022 | $170,000 | -2.9% | 3,588 | -0.8% | 0.07% | +1.4% |
| Q2 2022 | $175,000 | -36.4% | 3,617 | -35.6% | 0.07% | -24.2% |
| Q1 2022 | $275,000 | +3.0% | 5,617 | +5.2% | 0.10% | +1.1% |
| Q4 2021 | $267,000 | -1.1% | 5,337 | 0.0% | 0.09% | -13.0% |
| Q3 2021 | $270,000 | +25.0% | 5,337 | +25.6% | 0.11% | +9.1% |
| Q2 2021 | $216,000 | -0.5% | 4,249 | 0.0% | 0.10% | -5.7% |
| Q1 2021 | $217,000 | -0.9% | 4,249 | 0.0% | 0.10% | -22.2% |
| Q4 2020 | $219,000 | +88.8% | 4,249 | +88.9% | 0.14% | +64.6% |
| Q3 2020 | $116,000 | +792.3% | 2,249 | +803.2% | 0.08% | +720.0% |
| Q2 2020 | $13,000 | 0.0% | 249 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $13,000 | +44.4% | 249 | +50.9% | 0.01% | +83.3% |
| Q4 2019 | $9,000 | 0.0% | 165 | 0.0% | 0.01% | +20.0% |
| Q3 2019 | $9,000 | -73.5% | 165 | -75.4% | 0.01% | -76.2% |
| Q4 2018 | $34,000 | – | 670 | – | 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% |