Alpha Financial Advisors, LLC - FIRST TR EXCHANGE-TRADED FD ownership

FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 367 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
Alpha Financial Advisors, LLC ownership history of FIRST TR EXCHANGE-TRADED FD
ValueSharesWeighting
Q2 2024$4,447,048
-2.1%
92,550
-1.7%
2.14%0.0%
Q1 2024$4,540,665
+1.5%
94,107
+1.7%
2.14%
-5.6%
Q4 2023$4,471,642
-0.8%
92,542
-3.1%
2.27%
-20.7%
Q3 2023$4,509,955
-0.6%
95,469
+0.3%
2.86%
+0.6%
Q2 2023$4,537,591
+0.3%
95,188
+0.8%
2.84%
-9.5%
Q1 2023$4,522,362
-0.2%
94,472
-1.2%
3.14%
-20.2%
Q4 2022$4,532,40295,6003.94%
Other shareholders
FIRST TR EXCHANGE-TRADED FD shareholders Q3 2023
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 292,992$15,142,0005.88%
TD Capital Management LLC 557,208$28,797,0005.84%
WealthOne, LLC 149,795$7,741,0005.48%
American Financial Advisors, LLC 513,606$26,543,0005.18%
3D ASSET MANAGEMENT, INC 386,456$19,972,0004.87%
Clear Creek Financial Management, LLC 210,785$10,893,0004.66%
Prism Advisors, Inc. 145,048$7,496,0004.27%
Astor Investment Management LLC 501,665$25,926,0004.21%
Grove Bank & Trust 191,490$9,896,0003.62%
HBK Sorce Advisory LLC 641,418$33,149,0003.20%
View complete list of FIRST TR EXCHANGE-TRADED FD shareholders