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 | $640,433 | -10.9% | 13,557 | -10.1% | 0.34% | -10.3% |
| Q2 2023 | $718,482 | -0.4% | 15,072 | 0.0% | 0.38% | -12.7% |
| Q1 2023 | $721,496 | +100808.5% | 15,072 | 0.0% | 0.43% | -15.6% |
| Q4 2022 | $715 | -99.9% | 15,072 | 0.0% | 0.51% | -5.4% |
| Q3 2022 | $714,000 | -1.9% | 15,072 | 0.0% | 0.54% | +6.1% |
| Q2 2022 | $728,000 | -1.4% | 15,072 | 0.0% | 0.51% | +20.0% |
| Q1 2022 | $738,000 | -2.0% | 15,072 | 0.0% | 0.43% | +5.2% |
| Q4 2021 | $753,000 | -1.2% | 15,072 | 0.0% | 0.40% | -6.7% |
| Q3 2021 | $762,000 | -14.3% | 15,072 | -13.7% | 0.43% | -13.4% |
| Q2 2021 | $889,000 | +27.5% | 17,459 | +27.8% | 0.50% | +14.1% |
| Q1 2021 | $697,000 | +2.0% | 13,659 | +2.9% | 0.44% | +2.8% |
| Q4 2020 | $683,000 | +40.8% | 13,272 | +41.2% | 0.43% | +21.3% |
| Q3 2020 | $485,000 | 0.0% | 9,397 | 0.0% | 0.35% | +5.7% |
| Q2 2020 | $485,000 | -49.3% | 9,397 | -49.6% | 0.33% | -17.8% |
| Q1 2020 | $957,000 | +98.5% | 18,630 | +100.0% | 0.40% | -1.2% |
| Q4 2019 | $482,000 | – | 9,315 | – | 0.41% | – |
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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% |