FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 360 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $696,601 | -24.5% | 14,746 | -23.8% | 0.00% | 0.0% |
Q2 2023 | $923,081 | -49.9% | 19,364 | -49.7% | 0.00% | -66.7% |
Q1 2023 | $1,844,048 | -50.1% | 38,522 | -50.6% | 0.00% | -57.1% |
Q4 2022 | $3,696,321 | -3.9% | 77,965 | -4.1% | 0.01% | -12.5% |
Q3 2022 | $3,847,000 | -4.0% | 81,262 | -2.0% | 0.01% | 0.0% |
Q2 2022 | $4,006,000 | -0.4% | 82,934 | +0.9% | 0.01% | +14.3% |
Q1 2022 | $4,023,000 | -1.1% | 82,177 | +1.0% | 0.01% | +16.7% |
Q4 2021 | $4,069,000 | -2.0% | 81,398 | -0.8% | 0.01% | -25.0% |
Q3 2021 | $4,152,000 | -2.4% | 82,082 | -1.7% | 0.01% | 0.0% |
Q2 2021 | $4,252,000 | +3.5% | 83,535 | +3.8% | 0.01% | 0.0% |
Q1 2021 | $4,108,000 | -64.7% | 80,453 | -64.4% | 0.01% | -68.0% |
Q4 2020 | $11,633,000 | +238.7% | 226,015 | +240.0% | 0.02% | +212.5% |
Q3 2020 | $3,435,000 | +12.3% | 66,466 | +12.3% | 0.01% | 0.0% |
Q2 2020 | $3,059,000 | -26.7% | 59,203 | -27.7% | 0.01% | -38.5% |
Q1 2020 | $4,174,000 | -2.4% | 81,846 | -0.9% | 0.01% | +18.2% |
Q4 2019 | $4,278,000 | +8.6% | 82,585 | +9.0% | 0.01% | 0.0% |
Q3 2019 | $3,939,000 | -3.1% | 75,766 | -3.7% | 0.01% | 0.0% |
Q2 2019 | $4,065,000 | +103.1% | 78,662 | +101.6% | 0.01% | +83.3% |
Q1 2019 | $2,001,000 | +8.9% | 39,015 | +8.4% | 0.01% | 0.0% |
Q4 2018 | $1,837,000 | -14.4% | 35,991 | -14.5% | 0.01% | 0.0% |
Q3 2018 | $2,146,000 | +21360.0% | 42,114 | +20957.0% | 0.01% | – |
Q2 2018 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q1 2018 | $10,000 | -68.8% | 200 | -67.7% | 0.00% | – |
Q4 2017 | $32,000 | – | 620 | – | 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 Capital Advisors, Inc. | 184,996 | $9,522,000 | 6.65% |
Ascension Asset Management LLC | 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% |