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 | $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 ↓ |
|---|---|---|---|
| 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 Asset Management LLC | 184,996 | $9,522,000 | 6.65% |
| Ascension Capital Advisors, Inc. | 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% |