FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 377 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $238,604 | -10.3% | 4,966 | -10.0% | 0.04% | -16.3% |
| Q1 2024 | $266,130 | +2.8% | 5,516 | +3.0% | 0.04% | -8.5% |
| Q4 2023 | $258,839 | -19.4% | 5,357 | -21.2% | 0.05% | -24.2% |
| Q3 2023 | $321,085 | -5.2% | 6,797 | -4.4% | 0.06% | -1.6% |
| Q2 2023 | $338,818 | -21.1% | 7,108 | -20.8% | 0.06% | -29.2% |
| Q1 2023 | $429,686 | -3.9% | 8,976 | -4.9% | 0.09% | -21.2% |
| Q3 2022 | $447,000 | +8.0% | 9,442 | +10.0% | 0.11% | +6.6% |
| Q2 2022 | $414,000 | -19.8% | 8,580 | -18.6% | 0.11% | -9.4% |
| Q1 2022 | $516,000 | -61.1% | 10,535 | -60.3% | 0.12% | -59.9% |
| Q4 2021 | $1,326,000 | -5.7% | 26,522 | -4.6% | 0.29% | -16.1% |
| Q3 2021 | $1,406,000 | -0.8% | 27,802 | -0.1% | 0.35% | -3.3% |
| Q2 2021 | $1,417,000 | -1.0% | 27,836 | -0.7% | 0.36% | -14.7% |
| Q1 2021 | $1,431,000 | +7.4% | 28,034 | +8.3% | 0.42% | -9.6% |
| Q4 2020 | $1,332,000 | -5.4% | 25,876 | -5.1% | 0.47% | -17.8% |
| Q3 2020 | $1,408,000 | – | 27,253 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 292,992 | $15,142,000 | 5.88% |
| TD Capital Management LLC | 557,208 | $28,797,000 | 5.84% |
| WealthOne, LLC | 149,795 | $7,741,000 | 5.48% |
| American Financial Advisors, LLC | 513,606 | $26,543,000 | 5.18% |
| 3D ASSET MANAGEMENT, INC | 386,456 | $19,972,000 | 4.87% |
| Clear Creek Financial Management, LLC | 210,785 | $10,893,000 | 4.66% |
| Prism Advisors, Inc. | 145,048 | $7,496,000 | 4.27% |
| Astor Investment Management LLC | 501,665 | $25,926,000 | 4.21% |
| Grove Bank & Trust | 191,490 | $9,896,000 | 3.62% |
| HBK Sorce Advisory LLC | 641,418 | $33,149,000 | 3.20% |