FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2024. The put-call ratio across all filers is 13.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $216,994 | -2.0% | 4,516 | -1.6% | 0.05% | -8.5% |
| Q1 2024 | $221,468 | -4.9% | 4,590 | -4.8% | 0.06% | -16.9% |
| Q4 2023 | $232,902 | -8.1% | 4,820 | -10.1% | 0.07% | -21.1% |
| Q3 2023 | $253,348 | -59.9% | 5,363 | -59.6% | 0.09% | -56.3% |
| Q2 2023 | $632,256 | -3.0% | 13,263 | -2.6% | 0.21% | -14.9% |
| Q1 2023 | $652,094 | -0.5% | 13,622 | -1.4% | 0.24% | -6.2% |
| Q4 2022 | $655,310 | -1.6% | 13,822 | -1.8% | 0.26% | -4.4% |
| Q3 2022 | $666,000 | -4.2% | 14,072 | -2.3% | 0.27% | -1.5% |
| Q2 2022 | $695,000 | -1.6% | 14,397 | -0.2% | 0.27% | +4.6% |
| Q1 2022 | $706,000 | +102.3% | 14,429 | +106.5% | 0.26% | +87.1% |
| Q4 2021 | $349,000 | -7.9% | 6,988 | -6.8% | 0.14% | -35.8% |
| Q3 2021 | $379,000 | -20.7% | 7,501 | -19.9% | 0.22% | -24.6% |
| Q2 2021 | $478,000 | 0.0% | 9,359 | 0.0% | 0.29% | -3.3% |
| Q1 2021 | $478,000 | +29.5% | 9,359 | +30.7% | 0.30% | +12.4% |
| Q4 2020 | $369,000 | – | 7,161 | – | 0.27% | – |
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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% |