FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 375 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,341,125 | -14.1% | 28,390 | -13.3% | 0.91% | -8.9% |
| Q2 2023 | $1,560,795 | -2.3% | 32,742 | -1.9% | 1.00% | -5.9% |
| Q1 2023 | $1,597,311 | -32.0% | 33,368 | -32.6% | 1.06% | -35.2% |
| Q4 2022 | $2,347,653 | +14.6% | 49,518 | +14.4% | 1.63% | -1.7% |
| Q3 2022 | $2,049,000 | -30.0% | 43,281 | -28.6% | 1.66% | -25.2% |
| Q2 2022 | $2,928,000 | +7.9% | 60,606 | +9.3% | 2.22% | +27.7% |
| Q1 2022 | $2,714,000 | -27.9% | 55,437 | -26.3% | 1.74% | -24.5% |
| Q4 2021 | $3,762,000 | +38.6% | 75,260 | +35.8% | 2.30% | +32.5% |
| Q1 2021 | $2,714,000 | – | 55,437 | – | 1.74% | – |
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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% |