FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |