Sargent Investment Group, LLC - FIRST TR EXCHANGE-TRADED FD ownership

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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%.

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Quarter-by-quarter ownership
Sargent Investment Group, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$751,210
-10.3%
15,902
-9.5%
0.18%
-10.8%
Q2 2023$837,657
-16.6%
17,572
-16.1%
0.20%
-23.4%
Q1 2023$1,004,618
-24.7%
20,947
-25.5%
0.26%
-36.0%
Q4 2022$1,333,406
-4.8%
28,125
-4.7%
0.41%
-5.0%
Q3 2022$1,400,000
+28.3%
29,510
+30.7%
0.44%
+29.4%
Q2 2022$1,091,000
+4.2%
22,580
+5.5%
0.34%
+27.7%
Q1 2022$1,047,000
-0.2%
21,395
+1.9%
0.26%
+10.5%
Q4 2021$1,049,000
-17.0%
20,990
-16.0%
0.24%
-22.1%
Q3 2021$1,264,000
+5.7%
24,990
+6.4%
0.31%
+8.1%
Q2 2021$1,196,000
-12.9%
23,490
-12.6%
0.28%
-21.5%
Q1 2021$1,373,000
-6.3%
26,885
-5.6%
0.36%
-21.8%
Q4 2020$1,466,000
-18.7%
28,485
-18.3%
0.46%
-29.4%
Q3 2020$1,803,000
-2.3%
34,885
-2.2%
0.66%
-5.5%
Q2 2020$1,846,000
+18.3%
35,685
+16.7%
0.69%
-3.3%
Q1 2020$1,560,000
-60.9%
30,585
-60.3%
0.72%
-3.9%
Q4 2019$3,990,000
+169.6%
77,020
+170.6%
0.75%
+12.3%
Q3 2019$1,480,000–28,465–0.66%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q1 2021
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 239,139$12,196,00013.03%
HBK Sorce Advisory LLC 1,966,811$100,307,0009.75%
Ascension Capital Advisors, Inc. 160,321$8,176,0008.58%
Richard Bernstein Advisors LLC 4,726,123$241,032,0008.55%
WealthOne, LLC 197,217$10,058,0007.71%
Flaharty Asset Management, LLC 307,229$15,668,0007.22%
TL Private Wealth 153,635$7,941,0007.22%
ARQ WEALTH ADVISORS, LLC 109,030$5,561,0006.32%
Arlington Financial Advisors, LLC 172,238$8,784,0006.25%
Stratos Wealth Advisors, LLC 172,479$8,796,0006.23%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders