FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 347 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,694,000 | -52.6% | 56,895 | -51.7% | 2.08% | -48.8% |
| Q2 2022 | $5,686,000 | -3.1% | 117,722 | -1.8% | 4.07% | +3.0% |
| Q1 2022 | $5,868,000 | +4.6% | 119,870 | +6.8% | 3.95% | -0.9% |
| Q4 2021 | $5,610,000 | -13.9% | 112,228 | -12.9% | 3.99% | -4.8% |
| Q3 2021 | $6,516,000 | -2.6% | 128,829 | -1.7% | 4.19% | -3.2% |
| Q1 2021 | $6,693,000 | -17.9% | 131,078 | -17.3% | 4.33% | -15.5% |
| Q4 2020 | $8,157,000 | +23.3% | 158,475 | +23.7% | 5.12% | -20.4% |
| Q2 2020 | $6,618,000 | +19.0% | 128,063 | +17.5% | 6.43% | +1.7% |
| Q1 2020 | $5,561,000 | – | 109,030 | – | 6.32% | – |
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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% |