FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 367 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $489,870 | +35.9% | 10,195 | +36.5% | 0.42% | +35.1% |
| Q1 2024 | $360,428 | +5.1% | 7,470 | +5.2% | 0.31% | -6.8% |
| Q4 2023 | $343,072 | +3.3% | 7,100 | 0.0% | 0.34% | -8.7% |
| Q3 2023 | $331,996 | +78.6% | 7,100 | +82.1% | 0.37% | +92.7% |
| Q2 2023 | $185,913 | -0.4% | 3,900 | 0.0% | 0.19% | -5.0% |
| Q1 2023 | $186,693 | -37.5% | 3,900 | -38.1% | 0.20% | -33.2% |
| Q4 2022 | $298,683 | +65.9% | 6,300 | +65.8% | 0.30% | +50.5% |
| Q3 2022 | $180,000 | – | 3,800 | – | 0.20% | – |
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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% |