FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 350 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,224,324 | -2.8% | 281,656 | -1.3% | 7.72% | +0.0% |
| Q2 2023 | $13,603,456 | +1.8% | 285,367 | +2.5% | 7.72% | -3.8% |
| Q1 2023 | $13,357,675 | +7.8% | 278,517 | +6.6% | 8.03% | +1.5% |
| Q4 2022 | $12,391,599 | -99.9% | 261,371 | -18.9% | 7.91% | -26.2% |
| Q3 2022 | $15,266,444,000 | -0.1% | 322,417 | +1.9% | 10.72% | +3.9% |
| Q2 2022 | $15,287,722,000 | +39.4% | 316,516 | +41.2% | 10.32% | +47.2% |
| Q1 2022 | $10,969,597,000 | -5.7% | 224,098 | -3.7% | 7.01% | -0.2% |
| Q4 2021 | $11,627,624,000 | +0.2% | 232,599 | +1.5% | 7.02% | -6.7% |
| Q3 2021 | $11,600,874,000 | +5105.9% | 229,221 | -98.0% | 7.53% | -4.0% |
| Q2 2021 | $222,843,000 | +1933.6% | 11,315,967 | +5175.9% | 7.84% | +2.4% |
| Q1 2021 | $10,958,000 | +1.9% | 214,485 | +2.6% | 7.66% | -4.6% |
| Q4 2020 | $10,755,000 | – | 209,008 | – | 8.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TL Private Wealth | 301,550 | $15,403,000 | 9.45% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 247,155 | $12,632,000 | 7.92% |
| INSPIRION WEALTH ADVISORS, LLC | 566,441 | $28,922,000 | 7.67% |
| Weitzel Financial Services, Inc. | 214,485 | $10,958,000 | 7.66% |
| AGILIS PARTNERS LLC | 324,031 | $16,545,000 | 7.53% |
| Stockman Wealth Management, Inc. | 521,220 | $26,613,000 | 7.41% |
| Ascension Capital Advisors, Inc. | 195,437 | $9,979,000 | 6.76% |
| Richard Bernstein Advisors LLC | 5,487,888 | $280,210,000 | 6.40% |
| Quaker Wealth Management, LLC | 256,007 | $13,072,000 | 6.06% |
| Walkner Condon Financial Advisors LLC | 284,686 | $14,536,000 | 5.65% |