FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 370 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $838,885 | +38.5% | 17,458 | +39.1% | 0.05% | +20.0% |
| Q1 2024 | $605,513 | -16.6% | 12,549 | -16.5% | 0.04% | -15.1% |
| Q4 2023 | $725,840 | +4.1% | 15,021 | +1.8% | 0.05% | -10.2% |
| Q3 2023 | $697,372 | -16.4% | 14,762 | -15.6% | 0.06% | -20.3% |
| Q2 2023 | $833,793 | -18.5% | 17,490 | -18.2% | 0.07% | -22.9% |
| Q1 2023 | $1,023,619 | +92871.8% | 21,383 | -7.9% | 0.10% | -12.7% |
| Q4 2022 | $1,101 | -99.9% | 23,229 | +16.5% | 0.11% | +27.9% |
| Q3 2022 | $944,000 | -18.6% | 19,947 | -16.9% | 0.09% | -30.1% |
| Q2 2022 | $1,159,000 | -0.1% | 24,014 | +1.3% | 0.12% | +5.1% |
| Q1 2022 | $1,160,000 | -18.1% | 23,715 | -16.3% | 0.12% | -15.2% |
| Q4 2021 | $1,416,000 | -1.7% | 28,336 | -0.5% | 0.14% | -11.0% |
| Q3 2021 | $1,441,000 | +4.3% | 28,491 | +4.9% | 0.16% | +0.6% |
| Q2 2021 | $1,381,000 | -4.2% | 27,150 | -3.9% | 0.15% | -14.4% |
| Q1 2021 | $1,442,000 | -31.4% | 28,244 | -30.8% | 0.18% | -38.1% |
| Q4 2020 | $2,101,000 | +27.1% | 40,827 | +27.6% | 0.29% | +8.6% |
| Q3 2020 | $1,653,000 | +6.2% | 32,002 | +6.3% | 0.27% | -4.3% |
| Q2 2020 | $1,556,000 | -7.5% | 30,114 | -8.7% | 0.28% | -25.3% |
| Q1 2020 | $1,682,000 | -11.3% | 32,987 | -9.9% | 0.38% | +8.4% |
| Q4 2019 | $1,896,000 | +0.9% | 36,602 | +1.2% | 0.35% | -5.2% |
| Q3 2019 | $1,880,000 | – | 36,178 | – | 0.36% | – |
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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% |