FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,611 | -0.9% | 8,565 | 0.0% | 0.17% | +3.0% |
| Q2 2023 | $408,294 | -0.6% | 8,565 | -0.2% | 0.16% | -6.8% |
| Q1 2023 | $410,964 | -0.4% | 8,585 | 0.0% | 0.18% | -2.2% |
| Q4 2022 | $412,681 | +1.1% | 8,585 | -0.4% | 0.18% | -12.2% |
| Q3 2022 | $408,000 | -1.7% | 8,617 | +0.2% | 0.20% | +4.1% |
| Q2 2022 | $415,000 | -1.9% | 8,596 | -0.5% | 0.20% | +11.9% |
| Q1 2022 | $423,000 | -1.9% | 8,637 | 0.0% | 0.18% | 0.0% |
| Q4 2021 | $431,000 | -2.0% | 8,637 | -0.9% | 0.18% | -11.1% |
| Q3 2021 | $440,000 | -0.5% | 8,714 | 0.0% | 0.20% | +0.5% |
| Q2 2021 | $442,000 | -0.7% | 8,714 | 0.0% | 0.20% | -7.1% |
| Q1 2021 | $445,000 | +11.0% | 8,714 | +12.0% | 0.21% | +2.4% |
| Q4 2020 | $401,000 | -4.3% | 7,782 | -3.9% | 0.21% | -12.7% |
| Q3 2020 | $419,000 | 0.0% | 8,099 | 0.0% | 0.24% | -6.3% |
| Q2 2020 | $419,000 | +92.2% | 8,099 | +89.1% | 0.25% | +61.1% |
| Q1 2020 | $218,000 | -1.8% | 4,284 | 0.0% | 0.16% | +24.6% |
| Q4 2019 | $222,000 | 0.0% | 4,284 | 0.0% | 0.13% | -8.7% |
| Q3 2019 | $222,000 | +0.5% | 4,284 | 0.0% | 0.14% | -20.2% |
| Q2 2019 | $221,000 | +0.5% | 4,284 | 0.0% | 0.17% | -3.4% |
| Q1 2019 | $220,000 | +7.8% | 4,284 | +7.3% | 0.18% | -1.6% |
| Q4 2018 | $204,000 | +0.5% | 3,991 | 0.0% | 0.18% | +9.6% |
| Q3 2018 | $203,000 | -0.5% | 3,991 | 0.0% | 0.17% | -5.7% |
| Q2 2018 | $204,000 | – | 3,991 | – | 0.18% | – |
Download | ||||||
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 Capital Advisors, Inc. | 184,996 | $9,522,000 | 6.65% |
| Ascension Asset Management LLC | 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% |