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 | $14,304,409 | +2.9% | 303,445 | +3.6% | 8.20% | +6.1% |
| Q2 2023 | $13,906,290 | +0.1% | 292,949 | +0.9% | 7.73% | -1.8% |
| Q1 2023 | $13,897,880 | +0.9% | 290,325 | +0.9% | 7.87% | -2.0% |
| Q4 2022 | $13,774,039 | -15.6% | 287,859 | -16.5% | 8.03% | -20.7% |
| Q3 2022 | $16,318,000 | -5.8% | 344,773 | -3.8% | 10.13% | +0.4% |
| Q2 2022 | $17,316,000 | -5.8% | 358,352 | -4.8% | 10.09% | +3.8% |
| Q1 2022 | $18,379,000 | +0.4% | 376,304 | +2.3% | 9.72% | -6.3% |
| Q4 2021 | $18,312,000 | +8.6% | 367,998 | +9.9% | 10.37% | +12.6% |
| Q3 2021 | $16,855,000 | +6.2% | 334,747 | +7.3% | 9.21% | -0.5% |
| Q2 2021 | $15,875,000 | +3.1% | 311,891 | +3.4% | 9.26% | -2.0% |
| Q1 2021 | $15,403,000 | +15.5% | 301,550 | +16.6% | 9.45% | +12.0% |
| Q4 2020 | $13,338,000 | +4.6% | 258,584 | +4.8% | 8.43% | -5.4% |
| Q3 2020 | $12,747,000 | +13.9% | 246,697 | +13.9% | 8.92% | -0.4% |
| Q2 2020 | $11,188,000 | +40.9% | 216,564 | +41.0% | 8.96% | +24.2% |
| Q1 2020 | $7,941,000 | -10.8% | 153,635 | -9.9% | 7.22% | -6.2% |
| Q4 2019 | $8,898,000 | – | 170,530 | – | 7.70% | – |
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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% |