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 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,590,429 | -5.6% | 76,004 | -4.8% | 1.63% | -5.5% |
| Q2 2023 | $3,804,924 | +47.4% | 79,818 | +46.4% | 1.72% | +22.7% |
| Q3 2022 | $2,581,000 | -12.2% | 54,516 | -10.4% | 1.41% | -9.5% |
| Q2 2022 | $2,939,000 | -22.0% | 60,843 | -21.0% | 1.55% | -4.8% |
| Q1 2022 | $3,770,000 | +64.3% | 77,012 | +67.8% | 1.63% | +64.4% |
| Q4 2021 | $2,294,000 | -5.3% | 45,899 | -4.2% | 0.99% | -12.5% |
| Q3 2021 | $2,423,000 | – | 47,896 | – | 1.14% | – |
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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% |