Towerpoint Wealth, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 269 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2024$807,871
-2.1%
16,813
-1.7%
0.40%
-2.9%
Q1 2024$825,383
-0.8%
17,106
-0.7%
0.42%
-8.6%
Q4 2023$832,082
+0.1%
17,220
-2.2%
0.45%
-8.1%
Q3 2023$831,438
-3.3%
17,600
-2.4%
0.49%
+2.1%
Q2 2023$859,754
+0.3%
18,036
+0.7%
0.48%
-1.4%
Q1 2023$857,426
+14.5%
17,912
+13.4%
0.49%
+13.7%
Q4 2022$748,597
-1.4%
15,790
-1.5%
0.43%
-5.7%
Q3 2022$759,000
+11.3%
16,037
+13.5%
0.46%
+12.5%
Q2 2022$682,000
-1.7%
14,128
-0.3%
0.41%
+18.0%
Q1 2022$694,000
-7.7%
14,168
-5.8%
0.34%
-3.1%
Q4 2021$752,000
+3.7%
15,048
+4.9%
0.36%
-1.4%
Q3 2021$725,000
+5.2%
14,340
+5.9%
0.36%
+5.6%
Q2 2021$689,000
+4.4%
13,537
+4.7%
0.34%
+7.9%
Q1 2021$660,000
+14.2%
12,927
+15.2%
0.32%
+9.7%
Q4 2020$578,000
+7.4%
11,221
+7.7%
0.29%
-3.3%
Q3 2020$538,000
+18.8%
10,416
+18.8%
0.30%
+6.0%
Q2 2020$453,000
+28.7%
8,766
+27.1%
0.28%
+1.1%
Q1 2020$352,000
+2.9%
6,896
+4.5%
0.28%
+23.5%
Q4 2019$342,000
-5.8%
6,596
-5.5%
0.23%
-8.5%
Q3 2019$363,000
-1.1%
6,982
-1.5%
0.25%
-3.9%
Q2 2019$367,000
+0.8%
7,0890.0%0.26%
+1.2%
Q1 2019$364,000
+0.6%
7,0890.0%0.25%
-12.4%
Q4 2018$362,0007,0890.29%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q4 2019
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 292,992$15,142,0005.88%
TD Capital Management LLC 557,208$28,797,0005.84%
WealthOne, LLC 149,795$7,741,0005.48%
American Financial Advisors, LLC 513,606$26,543,0005.18%
3D ASSET MANAGEMENT, INC 386,456$19,972,0004.87%
Clear Creek Financial Management, LLC 210,785$10,893,0004.66%
Prism Advisors, Inc. 145,048$7,496,0004.27%
Astor Investment Management LLC 501,665$25,926,0004.21%
Grove Bank & Trust 191,490$9,896,0003.62%
HBK Sorce Advisory LLC 641,418$33,149,0003.20%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders