FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 169 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,579,224 | +1.2% | 118,104 | +2.1% | 0.24% | +20.3% |
| Q2 2023 | $5,514,770 | -21.2% | 115,686 | -20.9% | 0.20% | -27.6% |
| Q1 2023 | $7,001,668 | -0.8% | 146,264 | -1.7% | 0.27% | -8.1% |
| Q4 2022 | $7,054,719 | -61.8% | 148,802 | -61.8% | 0.30% | -64.6% |
| Q3 2022 | $18,465,000 | -3.1% | 389,972 | -1.1% | 0.84% | -2.2% |
| Q2 2022 | $19,049,000 | +1.4% | 394,400 | +2.8% | 0.86% | +13.7% |
| Q1 2022 | $18,787,000 | +0.6% | 383,810 | +2.8% | 0.75% | -21.1% |
| Q4 2021 | $18,669,000 | +26.4% | 373,466 | +28.7% | 0.95% | +28.8% |
| Q2 2021 | $14,765,355 | -4.4% | 290,086 | -4.1% | 0.74% | -16.6% |
| Q1 2021 | $15,446,855 | +78.2% | 302,524 | +79.6% | 0.89% | +55.1% |
| Q4 2020 | $8,667,702 | +7.8% | 168,403 | +8.2% | 0.57% | -11.2% |
| Q3 2020 | $8,041,114 | -4.6% | 155,594 | -4.6% | 0.64% | -10.7% |
| Q2 2020 | $8,426,396 | +6.5% | 163,049 | +5.1% | 0.72% | -16.4% |
| Q1 2020 | $7,910,600 | -2.6% | 155,110 | -1.1% | 0.86% | +24.2% |
| Q4 2019 | $8,120,151 | +2.4% | 156,760 | +2.8% | 0.69% | -8.7% |
| Q3 2019 | $7,926,641 | +16.9% | 152,465 | +93.6% | 0.76% | +23.6% |
| Q2 2019 | $6,782,117 | +1.6% | 78,743 | -39.5% | 0.62% | -15.6% |
| Q1 2019 | $6,676,680 | +11.6% | 130,200 | +11.1% | 0.73% | -6.2% |
| Q4 2018 | $5,984,664 | +88.4% | 117,231 | +88.1% | 0.78% | +115.2% |
| Q3 2018 | $3,175,956 | -1.9% | 62,310 | -1.5% | 0.36% | -14.0% |
| Q2 2018 | $3,236,355 | +17.2% | 63,247 | +17.7% | 0.42% | +4.0% |
| Q1 2018 | $2,760,316 | -31.0% | 53,734 | -30.6% | 0.40% | -29.4% |
| Q4 2017 | $3,999,879 | -23.5% | 77,457 | -23.0% | 0.57% | -32.1% |
| Q3 2017 | $5,227,075 | +9.1% | 100,540 | +9.3% | 0.84% | -6.3% |
| Q2 2017 | $4,792,888 | +130.9% | 91,982 | +130.6% | 0.90% | +97.4% |
| Q1 2017 | $2,076,170 | -30.2% | 39,888 | -30.0% | 0.46% | -39.1% |
| Q4 2016 | $2,975,199 | -17.6% | 57,018 | -17.2% | 0.75% | -23.3% |
| Q3 2016 | $3,609,110 | – | 68,863 | – | 0.98% | – |
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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% |