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 | $3,062,874 | -19.3% | 64,836 | -18.6% | 2.86% | -17.7% |
| Q2 2023 | $3,797,456 | -3.7% | 79,661 | -3.3% | 3.48% | -4.2% |
| Q1 2023 | $3,942,493 | -14.0% | 82,358 | -14.8% | 3.63% | -11.3% |
| Q4 2022 | $4,584,120 | -2.6% | 96,691 | -2.7% | 4.10% | -8.6% |
| Q3 2022 | $4,707,000 | -8.4% | 99,418 | -6.6% | 4.48% | -3.6% |
| Q2 2022 | $5,139,000 | +2.9% | 106,400 | +4.3% | 4.65% | +17.5% |
| Q1 2022 | $4,993,000 | +1.7% | 102,009 | +3.9% | 3.95% | +4.2% |
| Q4 2021 | $4,909,000 | – | 98,198 | – | 3.80% | – |
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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% |