FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 285 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $234,884 | -3.1% | 0 | -100.0% | 0.06% | -6.8% |
| Q1 2024 | $242,490 | +4.8% | 5,026 | +4.3% | 0.06% | -3.3% |
| Q4 2023 | $231,433 | +3.2% | 4,819 | +1.5% | 0.06% | -10.3% |
| Q3 2023 | $224,259 | +0.0% | 4,747 | +0.9% | 0.07% | +3.0% |
| Q2 2023 | $224,204 | +0.3% | 4,703 | +0.7% | 0.07% | -5.7% |
| Q1 2023 | $223,448 | +1.7% | 4,668 | +0.8% | 0.07% | -16.7% |
| Q4 2022 | $219,636 | -52.3% | 4,633 | -52.3% | 0.08% | -55.6% |
| Q3 2022 | $460,000 | -18.9% | 9,705 | -17.4% | 0.19% | -21.9% |
| Q2 2022 | $567,000 | -1.0% | 11,749 | +0.4% | 0.24% | +22.2% |
| Q1 2022 | $573,000 | -11.7% | 11,701 | -9.9% | 0.20% | -13.2% |
| Q4 2021 | $649,000 | +4.5% | 12,988 | +5.8% | 0.23% | -8.4% |
| Q3 2021 | $621,000 | -2.7% | 12,278 | -2.0% | 0.25% | -8.1% |
| Q2 2021 | $638,000 | -11.5% | 12,527 | -11.3% | 0.27% | -22.8% |
| Q1 2021 | $721,000 | +6.5% | 14,116 | +7.7% | 0.35% | -26.9% |
| Q2 2020 | $677,000 | +4.3% | 13,103 | +2.9% | 0.48% | +0.6% |
| Q1 2020 | $649,000 | -79.8% | 12,735 | -79.4% | 0.48% | -79.7% |
| Q4 2019 | $3,208,000 | – | 61,923 | – | 2.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 292,992 | $15,142,000 | 5.88% |
| TD Capital Management LLC | 557,208 | $28,797,000 | 5.84% |
| WealthOne, LLC | 149,795 | $7,741,000 | 5.48% |
| American Financial Advisors, LLC | 513,606 | $26,543,000 | 5.18% |
| 3D ASSET MANAGEMENT, INC | 386,456 | $19,972,000 | 4.87% |
| Clear Creek Financial Management, LLC | 210,785 | $10,893,000 | 4.66% |
| Prism Advisors, Inc. | 145,048 | $7,496,000 | 4.27% |
| Astor Investment Management LLC | 501,665 | $25,926,000 | 4.21% |
| Grove Bank & Trust | 191,490 | $9,896,000 | 3.62% |
| HBK Sorce Advisory LLC | 641,418 | $33,149,000 | 3.20% |