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 | $400,659 | -10.8% | 8,481 | -9.9% | 0.05% | -11.3% |
| Q2 2023 | $448,964 | -6.2% | 9,418 | -5.8% | 0.05% | -15.9% |
| Q1 2023 | $478,779 | +13.0% | 10,002 | +11.9% | 0.06% | 0.0% |
| Q4 2022 | $423,844 | +3.6% | 8,940 | +3.5% | 0.06% | -6.0% |
| Q3 2022 | $409,000 | -0.5% | 8,641 | +1.4% | 0.07% | 0.0% |
| Q2 2022 | $411,000 | +26.5% | 8,518 | +28.1% | 0.07% | +36.7% |
| Q1 2022 | $325,000 | +30.0% | 6,647 | +32.7% | 0.05% | +28.9% |
| Q4 2021 | $250,000 | +23.8% | 5,010 | +25.6% | 0.04% | +15.2% |
| Q3 2021 | $202,000 | +31.2% | 3,989 | +31.9% | 0.03% | +22.2% |
| Q2 2021 | $154,000 | +102.6% | 3,025 | +102.1% | 0.03% | +80.0% |
| Q1 2021 | $76,000 | +58.3% | 1,497 | +58.9% | 0.02% | +50.0% |
| Q4 2020 | $48,000 | +20.0% | 942 | +21.2% | 0.01% | 0.0% |
| Q3 2020 | $40,000 | +2.6% | 777 | +3.9% | 0.01% | -16.7% |
| Q2 2020 | $39,000 | +8.3% | 748 | +6.1% | 0.01% | -36.8% |
| Q1 2020 | $36,000 | +12.5% | 705 | +14.6% | 0.02% | +35.7% |
| Q4 2019 | $32,000 | +33.3% | 615 | +32.0% | 0.01% | +7.7% |
| Q3 2019 | $24,000 | +1100.0% | 466 | +1506.9% | 0.01% | +1200.0% |
| Q2 2017 | $2,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | – | 29 | – | 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% |