FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $14,122 | +0.4% | 296 | +1.0% | 0.01% | 0.0% |
| Q1 2023 | $14,061 | +1.5% | 293 | +0.3% | 0.01% | +27.3% |
| Q4 2022 | $13,848 | -1.1% | 292 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $14,000 | 0.0% | 289 | +0.3% | 0.01% | +10.0% |
| Q2 2022 | $14,000 | 0.0% | 288 | +0.3% | 0.01% | +11.1% |
| Q1 2022 | $14,000 | -75.4% | 287 | -74.9% | 0.01% | -74.3% |
| Q4 2021 | $57,000 | -54.8% | 1,144 | -53.9% | 0.04% | -56.2% |
| Q3 2021 | $126,000 | 0.0% | 2,481 | +0.5% | 0.08% | +2.6% |
| Q2 2021 | $126,000 | +0.8% | 2,469 | +0.5% | 0.08% | -3.7% |
| Q1 2021 | $125,000 | -0.8% | 2,456 | +0.5% | 0.08% | -4.7% |
| Q4 2020 | $126,000 | – | 2,443 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 253,957 | $13,155,000 | 12.68% |
| INSPIRION WEALTH ADVISORS, LLC | 488,691 | $25,314,000 | 8.55% |
| TL Private Wealth | 170,530 | $8,898,000 | 7.70% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 162,256 | $8,404,000 | 7.34% |
| WealthOne, LLC | 186,419 | $9,656,000 | 6.01% |
| Ascension Capital Advisors, Inc. | 162,114 | $8,398,000 | 5.75% |
| Flaharty Asset Management, LLC | 305,514 | $15,826,000 | 5.60% |
| American Financial Advisors, LLC | 496,001 | $25,757,000 | 4.52% |
| 3D ASSET MANAGEMENT, INC | 372,641 | $19,303,000 | 4.47% |
| Astor Investment Management LLC | 509,691 | $26,402,000 | 4.46% |