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 | $2,496 | -11.8% | 52,845 | -11.0% | 0.12% | -8.1% |
| Q2 2023 | $2,829 | -63.7% | 59,356 | -63.5% | 0.14% | -65.4% |
| Q1 2023 | $7,789 | -3.9% | 162,705 | -4.8% | 0.39% | -12.6% |
| Q4 2022 | $8,107 | -99.9% | 170,998 | -38.6% | 0.45% | -39.7% |
| Q3 2022 | $13,181,000 | +29.3% | 278,373 | +31.9% | 0.74% | +33.3% |
| Q2 2022 | $10,197,000 | -2.0% | 211,118 | -0.7% | 0.56% | +16.6% |
| Q1 2022 | $10,408,000 | +48.4% | 212,635 | +51.6% | 0.48% | +57.6% |
| Q4 2021 | $7,014,000 | +147.7% | 140,305 | +150.6% | 0.30% | +125.4% |
| Q3 2021 | $2,832,000 | -3.2% | 55,994 | -2.6% | 0.13% | -2.9% |
| Q2 2021 | $2,927,000 | +16.5% | 57,496 | +16.8% | 0.14% | -0.7% |
| Q1 2021 | $2,513,000 | -34.9% | 49,223 | -34.4% | 0.14% | -59.0% |
| Q4 2020 | $3,862,000 | +35.2% | 75,026 | +35.7% | 0.34% | +23.7% |
| Q3 2020 | $2,857,000 | +35.7% | 55,282 | +35.7% | 0.27% | +37.7% |
| Q2 2020 | $2,106,000 | +77.3% | 40,749 | +75.0% | 0.20% | +41.1% |
| Q1 2020 | $1,188,000 | +13.7% | 23,287 | +15.4% | 0.14% | +51.6% |
| Q4 2019 | $1,045,000 | +39.9% | 20,176 | +40.3% | 0.09% | +27.4% |
| Q3 2019 | $747,000 | +12.7% | 14,376 | +12.1% | 0.07% | +9.0% |
| Q2 2019 | $663,000 | +13.9% | 12,824 | +13.0% | 0.07% | +6.3% |
| Q1 2019 | $582,000 | +1.2% | 11,345 | +0.6% | 0.06% | -13.7% |
| Q4 2018 | $575,000 | +0.3% | 11,272 | +0.2% | 0.07% | +12.3% |
| Q3 2018 | $573,000 | -19.6% | 11,248 | -19.3% | 0.06% | -26.1% |
| Q2 2018 | $713,000 | 0.0% | 13,930 | +0.4% | 0.09% | -5.4% |
| Q1 2018 | $713,000 | +5.9% | 13,881 | +6.5% | 0.09% | +13.4% |
| Q4 2017 | $673,000 | – | 13,038 | – | 0.08% | – |
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% |