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 | $272,392 | -2.0% | 5,766 | -1.1% | 0.15% | +31.5% |
| Q2 2023 | $277,827 | -4.3% | 5,828 | -3.9% | 0.11% | -32.7% |
| Q1 2023 | $290,320 | -8.7% | 6,065 | -9.5% | 0.16% | -28.6% |
| Q4 2022 | $317,860 | +16.9% | 6,704 | +17.0% | 0.23% | -2.5% |
| Q3 2022 | $272,000 | -12.8% | 5,728 | -11.2% | 0.24% | -11.6% |
| Q2 2022 | $312,000 | -96.3% | 6,454 | +1447.7% | 0.27% | -95.3% |
| Q1 2022 | $8,528,000 | +2686.9% | 417 | -93.2% | 5.76% | +2425.9% |
| Q4 2021 | $306,000 | – | 6,125 | – | 0.23% | – |
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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% |