FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 370 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $40,362 | -0.4% | 840 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $40,530 | -4.5% | 840 | -4.3% | 0.01% | -16.7% |
| Q4 2023 | $42,425 | +2.3% | 878 | 0.0% | 0.01% | -14.3% |
| 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 ↓ |
|---|---|---|---|
| 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% |