FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,191,687 | -71.0% | 150,959 | -70.8% | 0.00% | -77.8% |
| Q2 2023 | $24,767,220 | +93157.1% | 517,385 | +92787.8% | 0.01% | – |
| Q4 2022 | $26,558 | -28.2% | 557 | -26.8% | 0.00% | – |
| Q3 2022 | $37,000 | -11.9% | 761 | -11.7% | 0.00% | – |
| Q2 2022 | $42,000 | -40.0% | 862 | -39.1% | 0.00% | – |
| Q1 2022 | $70,000 | -18.6% | 1,416 | -17.6% | 0.00% | – |
| Q4 2021 | $86,000 | +26.5% | 1,719 | +28.1% | 0.00% | – |
| Q3 2021 | $68,000 | +58.1% | 1,342 | +59.2% | 0.00% | – |
| Q2 2021 | $43,000 | +104.8% | 843 | +100.7% | 0.00% | – |
| Q1 2021 | $21,000 | -4.5% | 420 | 0.0% | 0.00% | – |
| Q4 2020 | $22,000 | – | 420 | – | 0.00% | – |
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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% |