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 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $210,000 | -1.4% | 4,426 | +0.4% | 0.11% | +0.9% |
| Q2 2022 | $213,000 | -4.9% | 4,408 | -3.9% | 0.11% | +11.5% |
| Q1 2022 | $224,000 | -7.8% | 4,585 | -5.8% | 0.10% | -3.0% |
| Q4 2021 | $243,000 | -8.3% | 4,865 | -7.0% | 0.10% | -13.9% |
| Q3 2021 | $265,000 | -0.4% | 5,231 | +0.2% | 0.12% | -20.7% |
| Q2 2021 | $266,000 | -56.4% | 5,219 | -56.3% | 0.14% | -50.8% |
| Q1 2021 | $610,000 | -62.2% | 11,955 | -61.8% | 0.30% | -61.9% |
| Q4 2020 | $1,612,000 | -11.6% | 31,309 | -11.2% | 0.77% | +172.5% |
| Q3 2020 | $1,823,000 | -4.2% | 35,275 | -4.2% | 0.28% | -71.9% |
| Q2 2020 | $1,903,000 | +16.5% | 36,830 | +15.0% | 1.01% | +0.2% |
| Q1 2020 | $1,634,000 | +237.6% | 32,036 | +242.6% | 1.01% | +302.0% |
| Q4 2019 | $484,000 | – | 9,351 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 239,139 | $12,196,000 | 13.03% |
| HBK Sorce Advisory LLC | 1,966,811 | $100,307,000 | 9.75% |
| Ascension Capital Advisors, Inc. | 160,321 | $8,176,000 | 8.58% |
| Richard Bernstein Advisors LLC | 4,726,123 | $241,032,000 | 8.55% |
| WealthOne, LLC | 197,217 | $10,058,000 | 7.71% |
| Flaharty Asset Management, LLC | 307,229 | $15,668,000 | 7.22% |
| TL Private Wealth | 153,635 | $7,941,000 | 7.22% |
| ARQ WEALTH ADVISORS, LLC | 109,030 | $5,561,000 | 6.32% |
| Arlington Financial Advisors, LLC | 172,238 | $8,784,000 | 6.25% |
| Stratos Wealth Advisors, LLC | 172,479 | $8,796,000 | 6.23% |