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 2022 | $235,000 | -45.3% | 4,973 | -44.2% | 0.04% | -33.3% |
| Q2 2022 | $430,000 | -1.4% | 8,911 | 0.0% | 0.05% | +8.0% |
| Q1 2022 | $436,000 | -2.0% | 8,911 | 0.0% | 0.05% | +2.0% |
| Q4 2021 | $445,000 | -10.3% | 8,911 | -9.2% | 0.05% | -18.3% |
| Q3 2021 | $496,000 | +18.9% | 9,811 | +19.8% | 0.06% | +20.0% |
| Q2 2021 | $417,000 | +1203.1% | 8,192 | +1212.8% | 0.05% | +900.0% |
| Q1 2019 | $32,000 | 0.0% | 624 | 0.0% | 0.01% | -28.6% |
| Q4 2018 | $32,000 | -8.6% | 624 | -9.8% | 0.01% | +16.7% |
| Q3 2018 | $35,000 | 0.0% | 692 | +0.4% | 0.01% | 0.0% |
| Q2 2018 | $35,000 | – | 689 | – | 0.01% | – |
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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% |