FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $624 | -83.2% | 13 | -72.9% | 0.00% | -100.0% |
| Q2 2023 | $3,704 | +47.5% | 48 | 0.0% | 0.01% | -87.0% |
| Q1 2023 | $2,511 | -29.1% | 48 | +2.1% | 0.08% | +327.8% |
| Q4 2022 | $3,544 | -99.9% | 47 | -80.0% | 0.02% | -78.3% |
| Q3 2022 | $2,448,000 | -2.0% | 235 | -2.1% | 0.08% | +6.4% |
| Q2 2022 | $2,497,000 | -1.6% | 240 | -2.0% | 0.08% | +9.9% |
| Q1 2022 | $2,538,000 | -2.0% | 245 | -2.0% | 0.07% | +22.4% |
| Q4 2021 | $2,589,000 | +4976.5% | 250 | +380.8% | 0.06% | +141.7% |
| Q3 2021 | $51,000 | 0.0% | 52 | 0.0% | 0.02% | +33.3% |
| Q2 2021 | $51,000 | -98.1% | 52 | +2.0% | 0.02% | -66.7% |
| Q1 2021 | $2,629,000 | +87533.3% | 51 | -19.0% | 0.05% | +1700.0% |
| Q4 2020 | $3,000 | -100.0% | 63 | -97.0% | 0.00% | -99.1% |
| Q1 2020 | $107,958,000 | +207511.5% | 2,117 | -45.0% | 0.33% | +827.8% |
| Q4 2019 | $52,000 | -78.1% | 3,847 | -15.8% | 0.04% | -82.4% |
| Q3 2019 | $237,000 | +0.9% | 4,567 | +0.5% | 0.20% | +5.7% |
| Q2 2019 | $235,000 | +0.9% | 4,545 | -0.1% | 0.19% | +2.7% |
| Q1 2019 | $233,000 | -11.7% | 4,548 | -12.3% | 0.19% | -31.9% |
| Q3 2018 | $264,000 | -18.8% | 5,185 | -18.3% | 0.28% | -9.5% |
| Q2 2018 | $325,000 | -5.0% | 6,345 | -4.9% | 0.30% | -12.9% |
| Q1 2018 | $342,000 | – | 6,670 | – | 0.35% | – |
Download | ||||||
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 Capital Advisors, Inc. | 184,996 | $9,522,000 | 6.65% |
| Ascension Asset Management LLC | 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% |