FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 354 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $370,409 | -8.7% | 7,841 | -24.0% | 0.17% | -4.9% |
Q2 2023 | $405,910 | -17.8% | 10,318 | 0.0% | 0.18% | -23.5% |
Q1 2023 | $493,923 | +1.0% | 10,318 | 0.0% | 0.24% | -2.1% |
Q4 2022 | $489,176 | -8.9% | 10,318 | -9.1% | 0.24% | -21.9% |
Q3 2022 | $537,000 | -12.7% | 11,347 | -10.9% | 0.31% | -12.4% |
Q2 2022 | $615,000 | -10.0% | 12,728 | -8.8% | 0.36% | -7.3% |
Q1 2022 | $683,000 | -40.1% | 13,956 | -38.8% | 0.38% | -44.3% |
Q4 2021 | $1,140,000 | -4.0% | 22,797 | -3.0% | 0.69% | -9.0% |
Q3 2021 | $1,188,000 | -1.7% | 23,493 | -1.1% | 0.76% | -3.5% |
Q2 2021 | $1,209,000 | -0.3% | 23,758 | 0.0% | 0.78% | -11.4% |
Q1 2021 | $1,213,000 | -0.8% | 23,758 | 0.0% | 0.88% | -14.0% |
Q4 2020 | $1,223,000 | +0.7% | 23,758 | +1.1% | 1.03% | -16.8% |
Q3 2020 | $1,214,000 | +174.7% | 23,493 | +174.5% | 1.23% | +131.1% |
Q2 2020 | $442,000 | – | 8,557 | – | 0.53% | – |
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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% |