FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 373 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,122,007 | +3.4% | 44,920 | +4.3% | 0.72% | +5.9% |
| Q2 2023 | $2,052,215 | +25.1% | 43,050 | +25.6% | 0.68% | +16.2% |
| Q1 2023 | $1,640,192 | +116.8% | 34,263 | +114.7% | 0.59% | +103.5% |
| Q4 2022 | $756,539 | +3.1% | 15,957 | +3.0% | 0.29% | 0.0% |
| Q3 2022 | $734,000 | -50.9% | 15,494 | -49.3% | 0.29% | -41.7% |
| Q1 2022 | $1,496,000 | -33.6% | 30,560 | -31.4% | 0.50% | -36.2% |
| Q3 2021 | $2,253,000 | +12.0% | 44,551 | +13.3% | 0.78% | -0.4% |
| Q1 2021 | $2,012,000 | +136.2% | 39,315 | +137.4% | 0.78% | +111.7% |
| Q4 2020 | $852,000 | -2.1% | 16,561 | -1.9% | 0.37% | -9.3% |
| Q3 2020 | $870,000 | -2.2% | 16,884 | -1.8% | 0.41% | -2.6% |
| Q2 2020 | $890,000 | +270.8% | 17,198 | +271.1% | 0.42% | +56.6% |
| Q4 2019 | $240,000 | -73.1% | 4,634 | -73.2% | 0.27% | -54.7% |
| Q1 2019 | $892,000 | – | 17,317 | – | 0.59% | – |
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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% |