FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 369 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,009,773 | -4.9% | 127,217 | -4.0% | 0.08% | -2.3% |
| Q2 2023 | $6,316,463 | -11.0% | 132,502 | -10.6% | 0.09% | -18.1% |
| Q1 2023 | $7,097,184 | -27.6% | 148,260 | -28.2% | 0.10% | -33.1% |
| Q4 2022 | $9,796,068 | -22.9% | 206,625 | -23.0% | 0.16% | -28.6% |
| Q3 2022 | $12,706,825 | -1.3% | 268,365 | +0.7% | 0.22% | -9.1% |
| Q2 2022 | $12,875,000 | -27.4% | 266,556 | -26.4% | 0.24% | -18.0% |
| Q1 2022 | $17,738,000 | – | 362,345 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TL Private Wealth | 301,550 | $15,403,000 | 9.45% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 247,155 | $12,632,000 | 7.92% |
| INSPIRION WEALTH ADVISORS, LLC | 566,441 | $28,922,000 | 7.67% |
| Weitzel Financial Services, Inc. | 214,485 | $10,958,000 | 7.66% |
| AGILIS PARTNERS LLC | 324,031 | $16,545,000 | 7.53% |
| Stockman Wealth Management, Inc. | 521,220 | $26,613,000 | 7.41% |
| Ascension Capital Advisors, Inc. | 195,437 | $9,979,000 | 6.76% |
| Richard Bernstein Advisors LLC | 5,487,888 | $280,210,000 | 6.40% |
| Quaker Wealth Management, LLC | 256,007 | $13,072,000 | 6.06% |
| Walkner Condon Financial Advisors LLC | 284,686 | $14,536,000 | 5.65% |