FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 375 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,058,770 | -0.7% | 149,424 | +0.2% | 6.22% | +4.6% |
| Q2 2023 | $7,107,210 | -1.5% | 149,092 | -1.1% | 5.95% | -15.6% |
| Q1 2023 | $7,214,893 | -1.0% | 150,718 | -2.0% | 7.05% | -8.1% |
| Q4 2022 | $7,289,524 | -0.7% | 153,755 | -0.8% | 7.67% | -3.3% |
| Q3 2022 | $7,339,554 | -7.7% | 155,006 | -5.9% | 7.94% | +2.5% |
| Q2 2022 | $7,954,369 | -26.5% | 164,687 | -25.5% | 7.74% | -17.3% |
| Q1 2022 | $10,827,890 | +0.3% | 221,203 | +2.4% | 9.36% | +17.0% |
| Q4 2021 | $10,797,652 | – | 215,996 | – | 8.01% | – |
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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% |