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 | $477,833 | -1.9% | 10,115 | -1.0% | 0.33% | +18.1% |
| Q2 2023 | $486,997 | -1.6% | 10,216 | -1.1% | 0.28% | -20.3% |
| Q1 2023 | $494,689 | -4.8% | 10,334 | -5.7% | 0.35% | -16.9% |
| Q4 2022 | $519,708 | -39.9% | 10,962 | -40.0% | 0.43% | -53.2% |
| Q3 2022 | $865,000 | -35.3% | 18,273 | -33.9% | 0.91% | -33.6% |
| Q2 2022 | $1,336,000 | -96.0% | 27,656 | -96.0% | 1.37% | -93.9% |
| Q1 2022 | $33,505,000 | +88.9% | 684,471 | +92.9% | 22.44% | +59.4% |
| Q4 2021 | $17,737,000 | – | 354,808 | – | 14.08% | – |
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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% |