FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,601,669 | +3.4% | 245,590 | +4.3% | 4.06% | +7.7% |
| Q2 2023 | $11,220,537 | -0.7% | 235,379 | -0.3% | 3.77% | -3.8% |
| Q1 2023 | $11,303,677 | +4.9% | 236,133 | +3.9% | 3.92% | -0.6% |
| Q4 2022 | $10,771,138 | -5.5% | 227,191 | -5.6% | 3.95% | -14.1% |
| Q3 2022 | $11,393,000 | -4.4% | 240,619 | -2.5% | 4.59% | +1.6% |
| Q2 2022 | $11,923,000 | -4.7% | 246,854 | -3.4% | 4.52% | +7.9% |
| Q1 2022 | $12,509,000 | +5.7% | 255,547 | +8.0% | 4.19% | +8.3% |
| Q4 2021 | $11,832,000 | +3.9% | 236,684 | +5.1% | 3.87% | -4.7% |
| Q3 2021 | $11,393,000 | +0.4% | 225,243 | +1.0% | 4.06% | +2.9% |
| Q2 2021 | $11,350,000 | +1.4% | 222,982 | +1.7% | 3.95% | -2.5% |
| Q1 2021 | $11,198,000 | +11.2% | 219,309 | +12.1% | 4.05% | +6.3% |
| Q4 2020 | $10,068,000 | +16.7% | 195,616 | +17.1% | 3.81% | +4.6% |
| Q3 2020 | $8,630,000 | +16.7% | 166,995 | +16.7% | 3.64% | +10.0% |
| Q2 2020 | $7,395,000 | +5.3% | 143,095 | +3.9% | 3.31% | -26.9% |
| Q1 2020 | $7,021,000 | -8.5% | 137,658 | -7.1% | 4.53% | +16.6% |
| Q4 2019 | $7,673,000 | -1.8% | 148,135 | -1.4% | 3.88% | -11.2% |
| Q3 2019 | $7,811,000 | +4.2% | 150,234 | +3.6% | 4.37% | +2.5% |
| Q2 2019 | $7,496,000 | +4.8% | 145,048 | +3.9% | 4.27% | +3.8% |
| Q1 2019 | $7,156,000 | -5.4% | 139,551 | -5.8% | 4.11% | -14.5% |
| Q4 2018 | $7,565,000 | +0.4% | 148,181 | +0.2% | 4.80% | +9.6% |
| Q3 2018 | $7,536,000 | +18.8% | 147,942 | +19.5% | 4.38% | +29.9% |
| Q2 2018 | $6,344,000 | – | 123,837 | – | 3.38% | – |
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 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% |