FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,255,887 | -23.6% | 68,922 | -22.9% | 1.06% | -14.1% |
| Q2 2023 | $4,260,549 | -18.1% | 89,376 | -17.7% | 1.23% | -10.7% |
| Q1 2023 | $5,200,479 | -3.4% | 108,638 | -4.3% | 1.38% | -4.8% |
| Q4 2022 | $5,383,300 | -48.5% | 113,548 | -48.6% | 1.45% | -53.4% |
| Q3 2022 | $10,459,000 | -4.8% | 220,880 | -2.9% | 3.10% | +1.1% |
| Q2 2022 | $10,986,000 | -3.1% | 227,456 | -1.8% | 3.07% | +9.9% |
| Q1 2022 | $11,339,000 | -0.1% | 231,653 | +2.0% | 2.79% | +5.3% |
| Q4 2021 | $11,355,000 | -1.4% | 227,137 | -0.2% | 2.65% | -4.0% |
| Q3 2021 | $11,516,000 | -1.5% | 227,686 | -0.8% | 2.76% | -1.0% |
| Q2 2021 | $11,688,000 | -2.0% | 229,628 | -1.6% | 2.79% | -7.5% |
| Q1 2021 | $11,921,000 | +91600.0% | 233,466 | -5.4% | 3.02% | +18781.2% |
| Q4 2020 | $13,000 | – | 246,699 | – | 0.02% | – |
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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% |