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 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,070,695 | -6.9% | 22,665 | -6.1% | 0.00% | +300.0% |
| Q2 2023 | $1,150,515 | +25.9% | 24,135 | +26.5% | 0.00% | -94.4% |
| Q1 2023 | $913,647 | -53.1% | 19,086 | -53.5% | 0.02% | -28.0% |
| Q4 2022 | $1,946,133 | -22.2% | 41,049 | -22.3% | 0.02% | -21.9% |
| Q3 2022 | $2,503,000 | -11.6% | 52,862 | -10.9% | 0.03% | -8.6% |
| Q2 2022 | $2,833,000 | -1.3% | 59,358 | +1.3% | 0.04% | +16.7% |
| Q1 2022 | $2,869,000 | +36.2% | 58,625 | +39.1% | 0.03% | +50.0% |
| Q4 2021 | $2,107,000 | -2.0% | 42,155 | -0.9% | 0.02% | -31.0% |
| Q3 2021 | $2,151,000 | +605.2% | 42,535 | +608.9% | 0.03% | +625.0% |
| Q2 2021 | $305,000 | – | 6,000 | – | 0.00% | – |
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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% |