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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $212,007 | -36.6% | 4,429 | -37.2% | 0.06% | -35.2% |
| Q4 2022 | $334,530 | +7.5% | 7,056 | +7.3% | 0.09% | -1.1% |
| Q3 2022 | $311,320 | -51.2% | 6,574 | -50.2% | 0.09% | -50.0% |
| Q2 2022 | $637,435 | -5.7% | 13,197 | -4.5% | 0.18% | +6.6% |
| Q1 2022 | $676,145 | -12.8% | 13,812 | -10.9% | 0.17% | -16.1% |
| Q4 2021 | $775,346 | +6.4% | 15,510 | +7.7% | 0.20% | -4.3% |
| Q3 2021 | $728,407 | +12.2% | 14,401 | +13.0% | 0.21% | +10.6% |
| Q2 2021 | $648,931 | – | 12,749 | – | 0.19% | – |
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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% |