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 | $10,555,340 | -8.8% | 223,441 | -7.9% | 2.03% | -10.5% |
| Q2 2023 | $11,569,886 | +16.5% | 242,708 | +17.0% | 2.27% | +7.0% |
| Q1 2023 | $9,934,490 | -0.1% | 207,531 | -1.0% | 2.12% | -12.4% |
| Q4 2022 | $9,941,420 | -2.9% | 209,690 | -3.0% | 2.42% | -7.9% |
| Q3 2022 | $10,236,000 | +0.8% | 216,175 | +2.9% | 2.62% | +9.2% |
| Q2 2022 | $10,151,000 | -4.7% | 210,164 | -3.4% | 2.40% | +5.8% |
| Q1 2022 | $10,650,000 | -48.4% | 217,576 | -47.3% | 2.27% | -46.8% |
| Q4 2021 | $20,625,000 | +100.2% | 412,591 | +102.5% | 4.27% | +78.6% |
| Q3 2021 | $10,304,000 | – | 203,708 | – | 2.39% | – |
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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% |