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 Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,232 | -3.1% | 6,334 | -2.2% | 0.08% | -2.4% |
| Q2 2023 | $308,874 | -2.7% | 6,479 | -2.3% | 0.08% | -7.8% |
| Q1 2023 | $317,539 | +1.8% | 6,633 | +0.8% | 0.09% | -3.2% |
| Q4 2022 | $311,840 | -17.3% | 6,578 | -17.3% | 0.09% | -27.3% |
| Q3 2022 | $377,000 | +12.5% | 7,953 | +14.6% | 0.13% | +16.4% |
| Q2 2022 | $335,000 | +13.2% | 6,942 | +14.8% | 0.11% | +22.2% |
| Q1 2022 | $296,000 | -6.3% | 6,048 | -4.3% | 0.09% | -4.3% |
| Q4 2021 | $316,000 | -3.4% | 6,322 | -2.3% | 0.09% | -8.7% |
| Q3 2021 | $327,000 | -0.3% | 6,468 | +0.5% | 0.10% | -12.7% |
| Q2 2021 | $328,000 | +0.3% | 6,437 | +0.5% | 0.12% | -10.6% |
| Q1 2021 | $327,000 | -0.3% | 6,403 | +0.5% | 0.13% | -13.2% |
| Q4 2020 | $328,000 | – | 6,369 | – | 0.15% | – |
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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% |