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 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,900,022 | +0.3% | 124,894 | +1.2% | 3.96% | +7.4% |
| Q2 2023 | $5,884,090 | +0.1% | 123,433 | +0.5% | 3.69% | -7.5% |
| Q1 2023 | $5,879,702 | -4.8% | 122,826 | -5.8% | 3.99% | -16.5% |
| Q4 2022 | $6,178,239 | -12.0% | 130,370 | -11.9% | 4.78% | -12.4% |
| Q3 2022 | $7,020,000 | -5.7% | 147,930 | -4.1% | 5.46% | +1.4% |
| Q2 2022 | $7,448,000 | +7.6% | 154,261 | +9.0% | 5.38% | +26.8% |
| Q1 2022 | $6,921,000 | +1.3% | 141,465 | +3.6% | 4.24% | +5.5% |
| Q4 2021 | $6,829,000 | -2.4% | 136,605 | +98889.1% | 4.02% | -6.0% |
| Q3 2021 | $6,998,000 | -1.5% | 138 | -99.9% | 4.28% | -1.2% |
| Q2 2021 | $7,103,000 | +8.7% | 139,545 | +9.0% | 4.34% | +7.0% |
| Q1 2021 | $6,536,000 | +0.2% | 128,048 | +1.1% | 4.05% | +1.6% |
| Q4 2020 | $6,522,000 | +1.6% | 126,645 | +2.0% | 3.99% | -11.0% |
| Q3 2020 | $6,417,000 | +11.9% | 124,163 | +11.9% | 4.49% | -23.8% |
| Q2 2020 | $5,736,000 | +6.5% | 110,989 | +6.1% | 5.89% | +5.2% |
| Q1 2020 | $5,388,000 | -3.8% | 104,590 | -3.2% | 5.60% | +29.5% |
| Q4 2019 | $5,598,000 | – | 108,071 | – | 4.32% | – |
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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% |