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 | $724,000 | -22.6% | 15,326 | -21.9% | 0.36% | -18.2% |
| Q2 2023 | $935,762 | -9.9% | 19,630 | -9.5% | 0.44% | -17.9% |
| Q1 2023 | $1,038,252 | -35.9% | 21,689 | -36.5% | 0.54% | -37.5% |
| Q4 2022 | $1,618,577 | -16.9% | 34,140 | -17.0% | 0.86% | -25.2% |
| Q3 2022 | $1,948,000 | -25.6% | 41,151 | -24.1% | 1.16% | -23.9% |
| Q2 2022 | $2,620,000 | -35.2% | 54,238 | -34.4% | 1.52% | -20.0% |
| Q1 2022 | $4,046,000 | -4.0% | 82,665 | -2.0% | 1.90% | -10.3% |
| Q4 2021 | $4,216,000 | -6.2% | 84,344 | -5.1% | 2.12% | -11.6% |
| Q3 2021 | $4,497,000 | -7.5% | 88,906 | -6.9% | 2.40% | -7.5% |
| Q2 2021 | $4,859,000 | -3.4% | 95,453 | -3.1% | 2.59% | -11.1% |
| Q1 2021 | $5,030,000 | -2.5% | 98,507 | -1.7% | 2.91% | -17.0% |
| Q4 2020 | $5,159,000 | – | 100,245 | – | 3.51% | – |
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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% |