FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 285 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $206,373 | +0.5% | 4,270 | -1.7% | 0.12% | -4.0% |
| Q3 2023 | $205,314 | -0.8% | 4,346 | +0.1% | 0.12% | +5.9% |
| Q2 2023 | $207,032 | -0.4% | 4,343 | +0.1% | 0.12% | -7.1% |
| Q1 2023 | $207,776 | +77718.7% | 4,340 | -22.8% | 0.13% | -22.1% |
| Q4 2022 | $267 | +1.1% | 5,621 | +0.7% | 0.16% | -3.0% |
| Q3 2022 | $264 | +25.7% | 5,583 | +32.7% | 0.17% | +63.1% |
| Q4 2021 | $210 | -1.4% | 4,206 | 0.0% | 0.10% | -10.4% |
| Q3 2021 | $213 | -11.6% | 4,206 | -11.3% | 0.12% | -13.5% |
| Q2 2021 | $241 | -63.7% | 4,740 | -63.5% | 0.13% | -66.2% |
| Q1 2021 | $663 | -11.8% | 12,980 | -11.2% | 0.39% | -20.1% |
| Q4 2020 | $752 | -5.6% | 14,619 | -5.2% | 0.49% | -21.2% |
| Q3 2020 | $797 | +0.3% | 15,418 | +0.2% | 0.62% | -5.3% |
| Q2 2020 | $795 | +0.3% | 15,388 | -1.0% | 0.66% | -21.8% |
| Q1 2020 | $793 | -28.3% | 15,541 | -27.2% | 0.84% | -6.9% |
| Q4 2019 | $1,106 | – | 21,360 | – | 0.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 253,957 | $13,155,000 | 12.68% |
| INSPIRION WEALTH ADVISORS, LLC | 488,691 | $25,314,000 | 8.55% |
| TL Private Wealth | 170,530 | $8,898,000 | 7.70% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 162,256 | $8,404,000 | 7.34% |
| WealthOne, LLC | 186,419 | $9,656,000 | 6.01% |
| Ascension Capital Advisors, Inc. | 162,114 | $8,398,000 | 5.75% |
| Flaharty Asset Management, LLC | 305,514 | $15,826,000 | 5.60% |
| American Financial Advisors, LLC | 496,001 | $25,757,000 | 4.52% |
| 3D ASSET MANAGEMENT, INC | 372,641 | $19,303,000 | 4.47% |
| Astor Investment Management LLC | 509,691 | $26,402,000 | 4.46% |