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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $740,124 | -0.4% | 15,526 | 0.0% | 0.56% | -4.5% |
| Q1 2023 | $743,230 | +0.8% | 15,526 | -0.1% | 0.58% | -1.5% |
| Q4 2022 | $737,131 | -0.3% | 15,548 | -0.3% | 0.59% | -2.6% |
| Q3 2022 | $739,000 | -2.0% | 15,598 | -0.1% | 0.61% | +5.7% |
| Q2 2022 | $754,000 | -1.3% | 15,608 | 0.0% | 0.58% | +15.2% |
| Q1 2022 | $764,000 | -17.7% | 15,608 | -16.0% | 0.50% | -8.4% |
| Q4 2021 | $928,000 | -4.3% | 18,570 | -3.2% | 0.55% | -10.2% |
| Q3 2021 | $970,000 | +2.3% | 19,185 | +3.1% | 0.61% | +12.4% |
| Q2 2021 | $948,000 | +85.5% | 18,615 | +86.2% | 0.54% | +79.7% |
| Q1 2021 | $511,000 | -0.8% | 10,000 | 0.0% | 0.30% | -9.9% |
| Q4 2020 | $515,000 | – | 10,000 | – | 0.33% | – |
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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% |