FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 350 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,379 | -6.4% | 5,533 | -5.6% | 0.17% | -10.1% |
| Q2 2023 | $279,299 | +99649.6% | 5,859 | 0.0% | 0.19% | -28.1% |
| Q1 2023 | $280 | +0.7% | 5,859 | 0.0% | 0.26% | +0.4% |
| Q4 2022 | $278 | -99.9% | 5,859 | -0.5% | 0.26% | +7.4% |
| Q3 2022 | $279,000 | -2.1% | 5,891 | 0.0% | 0.24% | +2.5% |
| Q2 2022 | $285,000 | -1.7% | 5,891 | -0.6% | 0.24% | +18.4% |
| Q1 2022 | $290,000 | -58.1% | 5,924 | -57.1% | 0.20% | -20.9% |
| Q4 2021 | $692,000 | +166.2% | 13,794 | +168.0% | 0.25% | +21.5% |
| Q3 2021 | $260,000 | -58.9% | 5,147 | -58.1% | 0.21% | -68.6% |
| Q4 2020 | $632,000 | -1.1% | 12,285 | -0.6% | 0.66% | -31.0% |
| Q3 2020 | $639,000 | 0.0% | 12,356 | 0.0% | 0.96% | 0.0% |
| Q2 2020 | $639,000 | +2.6% | 12,356 | +1.1% | 0.96% | -28.0% |
| Q1 2020 | $623,000 | +179.4% | 12,221 | +184.2% | 1.34% | +224.0% |
| Q4 2019 | $223,000 | +3.7% | 4,300 | +4.0% | 0.41% | -6.1% |
| Q3 2019 | $215,000 | – | 4,135 | – | 0.44% | – |
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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% |