FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $39,732 | +1.0% | 830 | 0.0% | 0.00% | – |
| Q4 2022 | $39,350 | – | 830 | +13733.3% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 6 | -98.9% | 0.00% | – |
| Q3 2021 | $28,000 | -9.7% | 558 | -8.4% | 0.00% | – |
| Q2 2021 | $31,000 | +121.4% | 609 | +128.1% | 0.00% | – |
| Q1 2021 | $14,000 | -79.1% | 267 | -79.5% | 0.00% | – |
| Q4 2020 | $67,000 | 0.0% | 1,302 | 0.0% | 0.00% | – |
| Q3 2020 | $67,000 | 0.0% | 1,302 | 0.0% | 0.00% | – |
| Q2 2020 | $67,000 | +1.5% | 1,302 | 0.0% | 0.00% | – |
| Q1 2020 | $66,000 | -1.5% | 1,302 | 0.0% | 0.00% | – |
| Q4 2019 | $67,000 | -1.5% | 1,302 | 0.0% | 0.00% | – |
| Q3 2019 | $68,000 | -12.8% | 1,302 | -13.3% | 0.00% | – |
| Q2 2019 | $78,000 | +1.3% | 1,502 | 0.0% | 0.00% | – |
| Q1 2019 | $77,000 | 0.0% | 1,502 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $77,000 | 0.0% | 1,502 | 0.0% | 0.00% | – |
| Q3 2018 | $77,000 | 0.0% | 1,502 | 0.0% | 0.00% | -100.0% |
| Q2 2018 | $77,000 | 0.0% | 1,502 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $77,000 | -1.3% | 1,502 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $78,000 | – | 1,502 | – | 0.00% | – |
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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% |