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 | $1,711,326 | -9.9% | 36,226 | -9.1% | 0.47% | -70.2% |
| Q2 2023 | $1,898,836 | -46.6% | 39,833 | -46.4% | 1.58% | +62.5% |
| Q1 2023 | $3,558,215 | -8.0% | 74,331 | -8.9% | 0.97% | -47.4% |
| Q4 2022 | $3,866,482 | +0.4% | 81,554 | +0.3% | 1.85% | -9.5% |
| Q3 2022 | $3,850,000 | -6.5% | 81,316 | -4.6% | 2.04% | -1.4% |
| Q2 2022 | $4,119,000 | -7.3% | 85,273 | -6.0% | 2.07% | +8.4% |
| Q1 2022 | $4,443,000 | +4.7% | 90,763 | +6.9% | 1.91% | +9.0% |
| Q4 2021 | $4,244,000 | +3.1% | 84,904 | +4.4% | 1.75% | +8.9% |
| Q3 2021 | $4,115,000 | +2.1% | 81,347 | +2.7% | 1.61% | -25.9% |
| Q2 2021 | $4,032,000 | +8.9% | 79,208 | +9.2% | 2.17% | +41.9% |
| Q1 2021 | $3,703,000 | +1.0% | 72,531 | +1.9% | 1.53% | -2.5% |
| Q4 2020 | $3,665,000 | – | 71,212 | – | 1.57% | – |
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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% |