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 | $41,477 | -42.5% | 878 | -42.0% | 0.01% | -41.7% |
| Q2 2023 | $72,125 | -0.4% | 1,513 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $72,427 | -26.9% | 1,513 | -27.6% | 0.01% | -31.6% |
| Q4 2022 | $99,039 | -1.9% | 2,089 | -1.7% | 0.02% | 0.0% |
| Q3 2022 | $101,000 | +13.5% | 2,125 | +14.9% | 0.02% | +18.8% |
| Q2 2022 | $89,000 | +39.1% | 1,850 | +42.3% | 0.02% | -42.9% |
| Q1 2022 | $64,000 | -62.8% | 1,300 | -62.1% | 0.03% | -62.2% |
| Q4 2021 | $172,000 | – | 3,433 | – | 0.07% | – |
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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% |