FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2024. The put-call ratio across all filers is 13.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $427,261 | -0.4% | 8,892 | 0.0% | 0.06% | -7.2% |
| Q1 2024 | $429,039 | -5.7% | 8,892 | -5.6% | 0.07% | -16.9% |
| Q4 2023 | $455,126 | -14.6% | 9,419 | -16.5% | 0.08% | -24.5% |
| Q3 2023 | $532,820 | -32.3% | 11,279 | -31.6% | 0.11% | -35.3% |
| Q2 2023 | $786,460 | -1.1% | 16,498 | -0.7% | 0.17% | -10.1% |
| Q1 2023 | $795,264 | +6.8% | 16,613 | +5.8% | 0.19% | -6.0% |
| Q4 2022 | $744,380 | +195.4% | 15,701 | +205.4% | 0.20% | +5.8% |
| Q1 2022 | $252,000 | -94.3% | 5,141 | -94.2% | 0.19% | -94.3% |
| Q4 2021 | $4,446,000 | – | 88,939 | – | 3.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 253,957 | $13,155,000 | 12.68% |
| INSPIRION WEALTH ADVISORS, LLC | 488,691 | $25,314,000 | 8.55% |
| TL Private Wealth | 170,530 | $8,898,000 | 7.70% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 162,256 | $8,404,000 | 7.34% |
| WealthOne, LLC | 186,419 | $9,656,000 | 6.01% |
| Ascension Capital Advisors, Inc. | 162,114 | $8,398,000 | 5.75% |
| Flaharty Asset Management, LLC | 305,514 | $15,826,000 | 5.60% |
| American Financial Advisors, LLC | 496,001 | $25,757,000 | 4.52% |
| 3D ASSET MANAGEMENT, INC | 372,641 | $19,303,000 | 4.47% |
| Astor Investment Management LLC | 509,691 | $26,402,000 | 4.46% |