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 | $684,628 | -35.9% | 14,493 | -35.3% | 0.04% | -32.3% |
| Q2 2023 | $1,067,261 | +18.6% | 22,389 | +19.1% | 0.06% | +12.1% |
| Q1 2023 | $900,260 | +1.2% | 18,806 | +0.2% | 0.06% | -7.9% |
| Q4 2022 | $889,602 | +72520.6% | 18,764 | -27.5% | 0.06% | -34.4% |
| Q3 2022 | $1,225 | +58.3% | 25,874 | +61.4% | 0.10% | +57.4% |
| Q2 2022 | $774 | -15.1% | 16,032 | -13.9% | 0.06% | -1.6% |
| Q1 2022 | $912 | +56.4% | 18,628 | +59.8% | 0.06% | +37.8% |
| Q4 2021 | $583 | +0.2% | 11,655 | +1.3% | 0.04% | -21.1% |
| Q3 2021 | $582 | -21.2% | 11,505 | -20.8% | 0.06% | -35.2% |
| Q2 2021 | $739 | +83.4% | 14,527 | +84.3% | 0.09% | +39.7% |
| Q1 2021 | $403 | +5.2% | 7,883 | +5.8% | 0.06% | -17.1% |
| Q4 2020 | $383 | -76.7% | 7,449 | -76.6% | 0.08% | -80.7% |
| Q3 2020 | $1,645 | -99.9% | 31,839 | -11.8% | 0.39% | -17.3% |
| Q2 2020 | $1,866,000 | – | 36,107 | – | 0.48% | – |
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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% |