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 | $54,430,245 | +2.4% | 1,152,215 | +3.4% | 0.08% | +5.5% |
| Q2 2023 | $53,134,058 | -2.0% | 1,114,611 | -1.6% | 0.07% | -6.4% |
| Q1 2023 | $54,226,998 | +2.0% | 1,132,777 | +1.1% | 0.08% | -2.5% |
| Q4 2022 | $53,145,504 | -9.3% | 1,120,969 | -9.4% | 0.08% | -16.7% |
| Q3 2022 | $58,588,000 | +11.7% | 1,237,262 | +13.9% | 0.10% | +17.1% |
| Q2 2022 | $52,448,000 | -8.3% | 1,085,846 | -7.1% | 0.08% | +5.1% |
| Q1 2022 | $57,187,000 | +17.1% | 1,168,273 | +19.6% | 0.08% | +20.0% |
| Q4 2021 | $48,829,000 | -0.5% | 976,770 | +0.7% | 0.06% | -9.7% |
| Q3 2021 | $49,079,000 | +12.0% | 970,317 | +12.7% | 0.07% | +9.1% |
| Q2 2021 | $43,831,000 | -0.6% | 861,092 | -0.3% | 0.07% | -9.6% |
| Q1 2021 | $44,098,000 | +17.6% | 863,632 | +18.5% | 0.07% | +9.0% |
| Q4 2020 | $37,499,000 | -2.5% | 728,558 | -2.1% | 0.07% | -15.2% |
| Q3 2020 | $38,467,000 | +8.9% | 744,317 | +8.9% | 0.08% | -2.5% |
| Q2 2020 | $35,326,000 | +12.3% | 683,540 | +10.8% | 0.08% | -6.9% |
| Q1 2020 | $31,462,000 | +23.2% | 617,114 | +25.4% | 0.09% | +64.2% |
| Q4 2019 | $25,531,000 | +3.7% | 492,287 | +4.1% | 0.05% | -15.9% |
| Q3 2019 | $24,616,000 | +4.3% | 473,098 | +3.6% | 0.06% | +3.3% |
| Q2 2019 | $23,605,000 | +26.9% | 456,619 | +25.9% | 0.06% | +15.1% |
| Q1 2019 | $18,601,000 | +6.1% | 362,663 | +5.8% | 0.05% | -7.0% |
| Q4 2018 | $17,529,000 | +12.7% | 342,857 | +12.4% | 0.06% | +26.7% |
| Q3 2018 | $15,547,000 | +75.8% | 304,989 | +76.6% | 0.04% | +66.7% |
| Q2 2018 | $8,843,000 | +4.7% | 172,696 | +5.3% | 0.03% | 0.0% |
| Q1 2018 | $8,444,000 | +30.3% | 164,074 | +30.8% | 0.03% | +28.6% |
| Q4 2017 | $6,482,000 | +18.6% | 125,472 | +19.5% | 0.02% | +10.5% |
| Q3 2017 | $5,466,000 | +16.4% | 104,972 | +16.5% | 0.02% | +11.8% |
| Q2 2017 | $4,695,000 | +12.3% | 90,083 | +12.2% | 0.02% | +6.2% |
| Q1 2017 | $4,180,000 | -3.9% | 80,264 | -3.7% | 0.02% | -11.1% |
| Q4 2016 | $4,349,000 | +524.9% | 83,331 | +527.7% | 0.02% | +500.0% |
| Q3 2016 | $696,000 | – | 13,276 | – | 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% |