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 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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% |