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 | $271,441 | -55.8% | 5,746 | -55.4% | 0.08% | -11.6% |
| Q2 2023 | $614,084 | -60.3% | 12,882 | -60.5% | 0.09% | -81.6% |
| Q1 2023 | $1,547,178 | 0.0% | 32,634 | 0.0% | 0.47% | 0.0% |
| Q4 2022 | $1,547,178 | -20.6% | 32,634 | -20.7% | 0.47% | -27.1% |
| Q3 2022 | $1,948,000 | -5.9% | 41,139 | -4.0% | 0.64% | 0.0% |
| Q2 2022 | $2,070,000 | -62.7% | 42,851 | -62.2% | 0.64% | -14.6% |
| Q1 2022 | $5,546,000 | +60.2% | 113,282 | +63.6% | 0.75% | -18.8% |
| Q4 2021 | $3,462,000 | -36.7% | 69,253 | -35.9% | 0.93% | -38.9% |
| Q3 2021 | $5,468,000 | – | 108,107 | – | 1.52% | – |
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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% |