FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 364 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $296,428 | -0.1% | 6,218 | +0.3% | 0.14% | -6.2% |
| Q1 2023 | $296,824 | +7.7% | 6,201 | +6.7% | 0.14% | +2.1% |
| Q4 2022 | $275,536 | -0.2% | 5,812 | -0.4% | 0.14% | -8.4% |
| Q3 2022 | $276,000 | -1.8% | 5,835 | +0.3% | 0.15% | +2.7% |
| Q2 2022 | $281,000 | -2.4% | 5,819 | -1.0% | 0.15% | +13.6% |
| Q1 2022 | $288,000 | 0.0% | 5,880 | +2.1% | 0.13% | +4.8% |
| Q4 2021 | $288,000 | -7.1% | 5,759 | -5.9% | 0.13% | -16.0% |
| Q3 2021 | $310,000 | -7.7% | 6,119 | -7.3% | 0.15% | -7.4% |
| Q2 2021 | $336,000 | +3.1% | 6,602 | +3.5% | 0.16% | -3.6% |
| Q1 2021 | $326,000 | -16.0% | 6,377 | -15.4% | 0.17% | -17.2% |
| Q4 2020 | $388,000 | +26.4% | 7,539 | +26.6% | 0.20% | +14.7% |
| Q3 2020 | $307,000 | +5.5% | 5,956 | +5.5% | 0.18% | -6.3% |
| Q2 2020 | $291,000 | +63.5% | 5,644 | +63.7% | 0.19% | +89.0% |
| Q4 2019 | $178,000 | – | 3,447 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TL Private Wealth | 301,550 | $15,403,000 | 9.45% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 247,155 | $12,632,000 | 7.92% |
| INSPIRION WEALTH ADVISORS, LLC | 566,441 | $28,922,000 | 7.67% |
| Weitzel Financial Services, Inc. | 214,485 | $10,958,000 | 7.66% |
| AGILIS PARTNERS LLC | 324,031 | $16,545,000 | 7.53% |
| Stockman Wealth Management, Inc. | 521,220 | $26,613,000 | 7.41% |
| Ascension Capital Advisors, Inc. | 195,437 | $9,979,000 | 6.76% |
| Richard Bernstein Advisors LLC | 5,487,888 | $280,210,000 | 6.40% |
| Quaker Wealth Management, LLC | 256,007 | $13,072,000 | 6.06% |
| Walkner Condon Financial Advisors LLC | 284,686 | $14,536,000 | 5.65% |