True Wealth Design, LLC - FIRST TR EXCHANGE-TRADED FD ownership

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
True Wealth Design, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$18,896
-0.9%
4000.0%0.01%
-14.3%
Q2 2023$19,068
-0.4%
4000.0%0.01%
-12.5%
Q1 2023$19,148
+1.0%
4000.0%0.01%
-11.1%
Q4 2022$18,9644000.01%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
INSPIRION WEALTH ADVISORS, LLC 657,436$33,838,0009.52%
AGILIS PARTNERS LLC 361,290$18,596,0008.72%
TL Private Wealth 258,584$13,338,0008.43%
Weitzel Financial Services, Inc. 209,008$10,755,0008.03%
HBK Sorce Advisory LLC 2,233,622$114,965,0007.10%
HARVEST GROUP WEALTH MANAGEMENT, LLC 230,373$11,857,0007.08%
Ascension Asset Management LLC 184,996$9,522,0006.65%
Ascension Capital Advisors, Inc. 184,996$9,522,0006.65%
Walkner Condon Financial Advisors LLC 290,802$14,968,0006.46%
Richard Bernstein Advisors LLC 5,031,232$258,957,0006.36%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders