FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 367 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is 24.80 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $402,188 | -48.0% | 8,499 | -47.1% | 0.24% | -49.8% |
| Q1 2023 | $772,758 | +6.5% | 16,062 | +5.7% | 0.49% | +2.1% |
| Q4 2022 | $725,841 | +13.9% | 15,191 | +12.9% | 0.48% | +4.6% |
| Q3 2022 | $637,000 | -2.7% | 13,455 | -0.7% | 0.46% | -1.3% |
| Q2 2022 | $655,000 | -39.9% | 13,550 | -39.3% | 0.46% | -32.0% |
| Q1 2022 | $1,090,000 | +6.8% | 22,315 | +9.0% | 0.68% | +15.5% |
| Q4 2021 | $1,021,000 | +51.0% | 20,469 | +53.3% | 0.59% | +41.1% |
| Q3 2021 | $676,000 | -1.0% | 13,350 | -0.6% | 0.42% | -2.8% |
| Q2 2021 | $683,000 | +4.1% | 13,430 | +4.6% | 0.43% | +4.1% |
| Q1 2021 | $656,000 | +10.6% | 12,842 | +11.5% | 0.41% | +4.3% |
| Q4 2020 | $593,000 | -0.2% | 11,521 | +0.3% | 0.39% | -14.3% |
| Q3 2020 | $594,000 | +2.6% | 11,487 | +2.8% | 0.46% | -5.7% |
| Q2 2020 | $579,000 | – | 11,173 | – | 0.49% | – |
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% |