FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 376 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is 1.21 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $4,532,402 | – | 95,600 | – | 3.94% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Flaharty Asset Management, LLC | 292,992 | $15,142,000 | 5.88% |
TD Capital Management LLC | 557,208 | $28,797,000 | 5.84% |
WealthOne, LLC | 149,795 | $7,741,000 | 5.48% |
American Financial Advisors, LLC | 513,606 | $26,543,000 | 5.18% |
3D ASSET MANAGEMENT, INC | 386,456 | $19,972,000 | 4.87% |
Clear Creek Financial Management, LLC | 210,785 | $10,893,000 | 4.66% |
Prism Advisors, Inc. | 145,048 | $7,496,000 | 4.27% |
Astor Investment Management LLC | 501,665 | $25,926,000 | 4.21% |
Grove Bank & Trust | 191,490 | $9,896,000 | 3.62% |
HBK Sorce Advisory LLC | 641,418 | $33,149,000 | 3.20% |