FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 369 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,510 | -9.0% | 53,124 | -8.2% | 0.34% | -3.1% |
| Q2 2023 | $2,759 | -7.3% | 57,871 | -7.0% | 0.36% | -11.9% |
| Q1 2023 | $2,977 | -99.9% | 62,197 | -8.0% | 0.40% | 0.0% |
| Q4 2021 | $3,378,000 | +22.2% | 67,578 | +23.6% | 0.40% | +1.5% |
| Q3 2021 | $2,765,000 | -2.6% | 54,672 | -2.0% | 0.40% | -5.5% |
| Q2 2021 | $2,840,000 | +131.1% | 55,786 | +131.7% | 0.42% | +90.5% |
| Q1 2021 | $1,229,000 | +2.1% | 24,079 | +2.9% | 0.22% | -16.6% |
| Q4 2020 | $1,204,000 | +9.6% | 23,395 | +10.0% | 0.26% | -25.1% |
| Q3 2020 | $1,099,000 | -0.6% | 21,270 | -0.6% | 0.35% | -15.5% |
| Q2 2020 | $1,106,000 | -17.7% | 21,402 | -18.8% | 0.42% | -41.3% |
| Q1 2020 | $1,344,000 | -42.7% | 26,353 | -41.8% | 0.71% | -25.3% |
| Q4 2019 | $2,345,000 | +83.2% | 45,269 | +83.9% | 0.96% | +19.5% |
| Q3 2019 | $1,280,000 | +16.7% | 24,611 | +15.9% | 0.80% | +13.5% |
| Q2 2019 | $1,097,000 | +97.7% | 21,234 | +96.2% | 0.70% | +66.7% |
| Q1 2019 | $555,000 | +4.3% | 10,820 | +3.9% | 0.42% | -17.5% |
| Q4 2018 | $532,000 | +10.8% | 10,416 | +10.7% | 0.51% | +44.1% |
| Q3 2018 | $480,000 | +5.3% | 9,412 | +5.5% | 0.36% | -9.4% |
| Q2 2018 | $456,000 | +10.7% | 8,921 | +11.2% | 0.39% | -0.3% |
| Q1 2018 | $412,000 | +43.6% | 8,022 | +44.4% | 0.39% | +31.8% |
| Q4 2017 | $287,000 | -3.4% | 5,554 | -2.5% | 0.30% | +221.5% |
| Q2 2017 | $297,000 | – | 5,699 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 239,139 | $12,196,000 | 13.03% |
| HBK Sorce Advisory LLC | 1,966,811 | $100,307,000 | 9.75% |
| Ascension Capital Advisors, Inc. | 160,321 | $8,176,000 | 8.58% |
| Richard Bernstein Advisors LLC | 4,726,123 | $241,032,000 | 8.55% |
| WealthOne, LLC | 197,217 | $10,058,000 | 7.71% |
| Flaharty Asset Management, LLC | 307,229 | $15,668,000 | 7.22% |
| TL Private Wealth | 153,635 | $7,941,000 | 7.22% |
| ARQ WEALTH ADVISORS, LLC | 109,030 | $5,561,000 | 6.32% |
| Arlington Financial Advisors, LLC | 172,238 | $8,784,000 | 6.25% |
| Stratos Wealth Advisors, LLC | 172,479 | $8,796,000 | 6.23% |