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 | $1,134 | -0.9% | 24 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $1,144 | -0.4% | 24 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,149 | +1.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,138 | -96.1% | 24 | -96.1% | 0.00% | -93.3% |
| Q3 2022 | $29,000 | -3.3% | 613 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $30,000 | 0.0% | 613 | 0.0% | 0.02% | +25.0% |
| Q1 2022 | $30,000 | -3.2% | 613 | -2.4% | 0.01% | -7.7% |
| Q4 2021 | $31,000 | 0.0% | 628 | +4.0% | 0.01% | -7.1% |
| Q3 2021 | $31,000 | -85.2% | 604 | -85.3% | 0.01% | -88.6% |
| Q1 2021 | $209,000 | -62.5% | 4,104 | -62.2% | 0.12% | -68.1% |
| Q4 2020 | $558,000 | – | 10,854 | – | 0.38% | – |
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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% |