FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 79 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620 | -74.0% | 13,124 | -73.7% | 0.06% | -72.8% |
| Q2 2023 | $2,382 | +2.0% | 49,975 | +2.4% | 0.24% | -19.8% |
| Q1 2023 | $2,336 | -3.6% | 48,801 | -4.5% | 0.30% | -5.7% |
| Q4 2022 | $2,422 | -99.9% | 51,081 | -17.2% | 0.32% | -13.4% |
| Q3 2022 | $2,920,000 | -1.2% | 61,669 | +0.8% | 0.36% | +3.1% |
| Q2 2022 | $2,956,000 | +41.2% | 61,205 | +43.1% | 0.35% | +76.1% |
| Q1 2022 | $2,093,000 | -30.3% | 42,767 | -28.8% | 0.20% | -29.5% |
| Q4 2021 | $3,004,000 | -57.9% | 60,093 | -57.2% | 0.28% | -61.1% |
| Q2 2021 | $7,143,000 | -30.2% | 140,329 | -30.0% | 0.73% | -30.7% |
| Q1 2021 | $10,231,000 | -13.5% | 200,363 | -12.8% | 1.06% | -68.5% |
| Q4 2020 | $11,830,000 | +90.8% | 229,843 | +91.6% | 3.36% | +294.6% |
| Q3 2020 | $6,199,000 | +6.9% | 119,954 | +6.9% | 0.85% | +5.1% |
| Q2 2020 | $5,798,000 | -1.1% | 112,196 | -2.4% | 0.81% | -15.7% |
| Q1 2020 | $5,861,000 | +129.5% | 114,925 | +133.1% | 0.96% | +168.7% |
| Q4 2019 | $2,554,000 | -4.8% | 49,312 | -4.4% | 0.36% | -10.5% |
| Q3 2019 | $2,682,000 | -9.5% | 51,595 | -10.0% | 0.40% | -10.9% |
| Q2 2019 | $2,963,000 | -59.3% | 57,333 | -59.6% | 0.45% | -62.0% |
| Q1 2019 | $7,278,000 | +2.6% | 141,933 | +2.1% | 1.18% | -10.9% |
| Q4 2018 | $7,094,000 | -7.3% | 138,963 | -7.5% | 1.33% | +6.4% |
| Q3 2018 | $7,653,000 | +10.5% | 150,152 | +10.9% | 1.25% | +3.7% |
| Q2 2018 | $6,925,000 | +16.3% | 135,336 | +16.7% | 1.20% | -20.4% |
| Q1 2018 | $5,956,000 | +270.9% | 115,938 | +272.7% | 1.51% | +302.9% |
| Q4 2017 | $1,606,000 | +8.4% | 31,109 | +9.2% | 0.38% | +0.3% |
| Q3 2017 | $1,481,000 | +5.4% | 28,489 | +5.6% | 0.37% | 0.0% |
| Q2 2017 | $1,405,000 | +100.4% | 26,966 | +100.3% | 0.37% | +87.0% |
| Q1 2017 | $701,000 | +128.3% | 13,461 | +128.9% | 0.20% | +56.2% |
| Q4 2016 | $307,000 | – | 5,880 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TL Private Wealth | 301,550 | $15,403,000 | 9.45% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 247,155 | $12,632,000 | 7.92% |
| INSPIRION WEALTH ADVISORS, LLC | 566,441 | $28,922,000 | 7.67% |
| Weitzel Financial Services, Inc. | 214,485 | $10,958,000 | 7.66% |
| AGILIS PARTNERS LLC | 324,031 | $16,545,000 | 7.53% |
| Stockman Wealth Management, Inc. | 521,220 | $26,613,000 | 7.41% |
| Ascension Capital Advisors, Inc. | 195,437 | $9,979,000 | 6.76% |
| Richard Bernstein Advisors LLC | 5,487,888 | $280,210,000 | 6.40% |
| Quaker Wealth Management, LLC | 256,007 | $13,072,000 | 6.06% |
| Walkner Condon Financial Advisors LLC | 284,686 | $14,536,000 | 5.65% |