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 | $448,308 | -3.5% | 9,490 | -2.7% | 0.39% | +4.9% |
| Q2 2023 | $464,783 | -17.4% | 9,750 | -17.0% | 0.37% | -5.9% |
| Q1 2023 | $562,664 | -2.6% | 11,754 | -3.5% | 0.39% | -2.7% |
| Q4 2022 | $577,406 | -46.0% | 12,179 | -46.1% | 0.40% | -44.1% |
| Q3 2022 | $1,070,000 | -11.0% | 22,608 | -9.2% | 0.72% | -5.1% |
| Q2 2022 | $1,202,000 | -6.3% | 24,889 | -5.0% | 0.76% | -6.3% |
| Q1 2022 | $1,283,000 | +4.6% | 26,209 | +6.9% | 0.81% | -8.6% |
| Q4 2021 | $1,226,000 | -1.4% | 24,524 | -0.2% | 0.88% | -2.4% |
| Q3 2021 | $1,243,000 | +1.6% | 24,575 | +2.3% | 0.91% | -11.0% |
| Q2 2021 | $1,223,000 | +12.1% | 24,034 | +12.5% | 1.02% | +10.0% |
| Q1 2021 | $1,091,000 | +24.7% | 21,360 | +25.6% | 0.93% | +28.6% |
| Q4 2020 | $875,000 | +36.5% | 17,000 | +37.1% | 0.72% | +39.5% |
| Q3 2020 | $641,000 | – | 12,400 | – | 0.52% | – |
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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% |