FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 375 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,259,000 | -15.1% | 66,572 | -13.3% | 1.25% | -11.1% |
| Q4 2021 | $3,838,000 | -4.9% | 76,783 | -3.8% | 1.41% | -9.5% |
| Q3 2021 | $4,036,000 | -1.2% | 79,795 | -0.6% | 1.56% | -6.0% |
| Q2 2021 | $4,087,000 | +14.0% | 80,291 | +14.4% | 1.66% | -0.1% |
| Q1 2021 | $3,584,000 | +73.2% | 70,200 | +74.6% | 1.66% | +46.9% |
| Q4 2020 | $2,069,000 | +89.1% | 40,211 | +89.9% | 1.13% | +55.6% |
| Q3 2020 | $1,094,000 | +116.6% | 21,178 | +116.7% | 0.72% | +78.1% |
| Q2 2020 | $505,000 | +59.3% | 9,775 | +57.2% | 0.41% | +21.9% |
| Q1 2020 | $317,000 | +17.0% | 6,220 | +18.6% | 0.33% | +62.1% |
| Q4 2019 | $271,000 | – | 5,245 | – | 0.21% | – |
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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% |