FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 369 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,275,800 | -6.3% | 344,537 | -5.4% | 4.32% | -6.1% |
| Q2 2023 | $17,366,116 | -3.9% | 364,295 | -3.5% | 4.60% | -9.2% |
| Q1 2023 | $18,068,051 | +2.6% | 377,443 | +1.6% | 5.06% | -3.8% |
| Q4 2022 | $17,604,550 | -5.5% | 371,325 | -5.7% | 5.26% | -12.3% |
| Q3 2022 | $18,637,000 | +0.8% | 393,582 | +2.9% | 6.01% | +3.8% |
| Q2 2022 | $18,480,000 | -99.9% | 382,608 | +2.7% | 5.78% | +11.5% |
| Q1 2022 | $18,243,000,000 | +7663.0% | 372,680 | +7810.8% | 5.19% | +3290.2% |
| Q4 2021 | $235,000,000 | +1305.8% | 4,711 | -98.6% | 0.15% | -98.1% |
| Q3 2021 | $16,716,000 | +4.0% | 330,444 | +4.6% | 8.23% | +39.5% |
| Q2 2021 | $16,080,000 | +10.6% | 315,770 | +10.9% | 5.90% | +4.4% |
| Q1 2021 | $14,536,000 | -2.9% | 284,686 | -2.1% | 5.65% | -12.5% |
| Q4 2020 | $14,968,000 | +25.0% | 290,802 | +25.5% | 6.46% | +0.7% |
| Q3 2020 | $11,975,000 | -3.8% | 231,715 | -3.8% | 6.41% | -41.5% |
| Q2 2020 | $12,445,000 | +2.0% | 240,818 | +0.7% | 10.96% | -15.9% |
| Q1 2020 | $12,196,000 | -7.3% | 239,139 | -5.8% | 13.03% | +2.7% |
| Q4 2019 | $13,155,000 | – | 253,957 | – | 12.68% | – |
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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% |