FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 378 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $142 | -75.2% | 3 | -75.0% | 0.00% | – |
| Q2 2023 | $572 | +98.6% | 12 | +100.0% | 0.00% | – |
| Q1 2023 | $288 | +51.6% | 6 | +50.0% | 0.00% | – |
| Q4 2022 | $190 | -90.5% | 4 | -92.2% | 0.00% | – |
| Q3 2022 | $2,000 | – | 51 | +537.5% | 0.00% | – |
| Q2 2022 | $0 | – | 8 | +100.0% | 0.00% | – |
| Q1 2022 | $0 | – | 4 | +100.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 2 | -99.8% | 0.00% | – |
| Q2 2021 | $44,000 | +4300.0% | 865 | +7763.6% | 0.00% | – |
| Q1 2021 | $1,000 | – | 11 | +83.3% | 0.00% | – |
| Q4 2020 | $0 | – | 6 | +500.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q2 2020 | $9,000 | – | 171 | +2750.0% | 0.00% | – |
| Q1 2020 | $0 | – | 6 | +20.0% | 0.00% | – |
| Q3 2019 | $0 | – | 5 | +150.0% | 0.00% | – |
| Q2 2019 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 2 | -33.3% | 0.00% | – |
| Q4 2018 | $0 | – | 3 | +50.0% | 0.00% | – |
| Q3 2018 | $0 | – | 2 | – | 0.00% | – |
Download | ||||||
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% |