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 | $4,947,691 | -7.4% | 104,984 | -6.3% | 0.36% | -6.6% |
| Q2 2023 | $5,342,153 | -0.3% | 112,066 | +0.1% | 0.38% | -1.0% |
| Q1 2023 | $5,358,533 | +2.8% | 111,939 | +1.8% | 0.38% | -1.0% |
| Q4 2022 | $5,213,424 | -14.9% | 109,965 | -8.2% | 0.39% | -23.0% |
| Q3 2022 | $6,126,000 | +7.2% | 119,811 | +1.3% | 0.50% | +8.8% |
| Q2 2022 | $5,714,000 | +5.5% | 118,319 | +7.0% | 0.46% | +30.0% |
| Q1 2022 | $5,414,000 | -9.0% | 110,604 | -7.1% | 0.36% | -4.8% |
| Q4 2021 | $5,949,000 | -6.5% | 119,011 | -5.4% | 0.38% | -12.8% |
| Q3 2021 | $6,365,000 | +66.5% | 125,854 | +67.5% | 0.43% | +68.6% |
| Q2 2021 | $3,822,000 | -46.0% | 75,149 | -45.6% | 0.26% | -49.2% |
| Q1 2021 | $7,077,000 | +1.1% | 138,078 | +1.5% | 0.50% | +4.8% |
| Q4 2020 | $7,002,000 | +15.7% | 136,031 | +16.2% | 0.48% | -7.4% |
| Q3 2020 | $6,052,000 | +25.4% | 117,099 | +25.4% | 0.52% | +13.1% |
| Q2 2020 | $4,826,000 | +17.4% | 93,384 | +15.8% | 0.46% | -22.1% |
| Q1 2020 | $4,112,000 | +114.2% | 80,624 | +117.5% | 0.59% | +187.7% |
| Q4 2019 | $1,920,000 | +4.3% | 37,072 | +4.8% | 0.20% | -2.9% |
| Q3 2019 | $1,840,000 | +5.7% | 35,384 | +5.1% | 0.21% | +4.0% |
| Q2 2019 | $1,740,000 | +27.8% | 33,678 | +26.8% | 0.20% | +19.5% |
| Q1 2019 | $1,362,000 | +13.4% | 26,559 | +12.9% | 0.17% | +3.0% |
| Q4 2018 | $1,201,000 | +5.9% | 23,527 | +5.7% | 0.16% | +29.1% |
| Q3 2018 | $1,134,000 | +10.1% | 22,256 | +10.6% | 0.13% | +1.6% |
| Q2 2018 | $1,030,000 | +36.2% | 20,131 | +36.7% | 0.12% | +27.6% |
| Q1 2018 | $756,000 | -33.8% | 14,723 | -33.4% | 0.10% | -37.2% |
| Q4 2017 | $1,142,000 | – | 22,101 | – | 0.16% | – |
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% |