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 | $1,250,481 | +22.5% | 26,471 | +23.6% | 1.12% | +20.1% |
| Q2 2023 | $1,020,835 | +6.9% | 21,415 | +7.3% | 0.94% | -2.6% |
| Q1 2023 | $955,061 | +37.3% | 19,951 | +36.0% | 0.96% | +25.3% |
| Q4 2022 | $695,586 | +26.9% | 14,672 | +26.9% | 0.77% | +15.4% |
| Q3 2022 | $548,000 | +8.5% | 11,564 | +10.6% | 0.66% | +9.2% |
| Q2 2022 | $505,000 | +43.1% | 10,458 | +45.1% | 0.61% | +63.9% |
| Q1 2022 | $353,000 | +36.8% | 7,206 | +39.5% | 0.37% | +42.1% |
| Q4 2021 | $258,000 | – | 5,165 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 239,139 | $12,196,000 | 13.03% |
| HBK Sorce Advisory LLC | 1,966,811 | $100,307,000 | 9.75% |
| Ascension Capital Advisors, Inc. | 160,321 | $8,176,000 | 8.58% |
| Richard Bernstein Advisors LLC | 4,726,123 | $241,032,000 | 8.55% |
| WealthOne, LLC | 197,217 | $10,058,000 | 7.71% |
| Flaharty Asset Management, LLC | 307,229 | $15,668,000 | 7.22% |
| TL Private Wealth | 153,635 | $7,941,000 | 7.22% |
| ARQ WEALTH ADVISORS, LLC | 109,030 | $5,561,000 | 6.32% |
| Arlington Financial Advisors, LLC | 172,238 | $8,784,000 | 6.25% |
| Stratos Wealth Advisors, LLC | 172,479 | $8,796,000 | 6.23% |