Arkadios Wealth Advisors - FIRST TR EXCHANGE-TRADED FD ownership

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FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$814,637
-76.5%
17,245
-76.3%
0.08%
-80.9%
Q2 2023$3,469,292
+2.5%
72,777
+3.0%
0.40%0.0%
Q1 2023$3,383,450
+17.7%
70,680
+16.5%
0.40%
+5.8%
Q4 2022$2,875,343
-5.0%
60,648
-5.1%
0.38%
-17.0%
Q3 2022$3,027,000
-3.7%
63,921
-1.7%
0.46%
-1.7%
Q2 2022$3,142,000
+40.6%
65,049
+42.5%
0.47%
+59.4%
Q1 2022$2,234,000
-9.1%
45,647
-7.1%
0.29%
-9.8%
Q4 2021$2,457,000
-20.5%
49,142
-19.6%
0.32%
-27.1%
Q3 2021$3,092,000
-24.0%
61,149
-23.5%
0.45%
-9.9%
Q2 2021$4,067,000
-15.6%
79,902
-15.3%
0.50%
-37.7%
Q1 2021$4,819,000
+131.7%
94,389
+133.5%
0.79%
+82.1%
Q4 2020$2,080,000
-96.2%
40,417
+3731.0%
0.44%
+1514.8%
Q3 2020$54,502,000
+0.4%
1,055
+0.5%
0.03%
-10.0%
Q2 2020$54,301,000
+1.9%
1,050
+0.5%
0.03%
-11.8%
Q1 2020$53,307,000
-39.0%
1,045
-37.7%
0.03%
-34.6%
Q4 2019$87,398,000–1,677–0.05%–
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Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q2 2022
NameSharesValueWeighting ↓
INSPIRION WEALTH ADVISORS, LLC 657,436$33,838,0009.52%
AGILIS PARTNERS LLC 361,290$18,596,0008.72%
TL Private Wealth 258,584$13,338,0008.43%
Weitzel Financial Services, Inc. 209,008$10,755,0008.03%
HBK Sorce Advisory LLC 2,233,622$114,965,0007.10%
HARVEST GROUP WEALTH MANAGEMENT, LLC 230,373$11,857,0007.08%
Ascension Asset Management LLC 184,996$9,522,0006.65%
Ascension Capital Advisors, Inc. 184,996$9,522,0006.65%
Walkner Condon Financial Advisors LLC 290,802$14,968,0006.46%
Richard Bernstein Advisors LLC 5,031,232$258,957,0006.36%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders