FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 115 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $793,000 | -35.4% | 15,462 | -35.7% | 0.02% | -37.9% |
Q4 2018 | $1,228,000 | +15.6% | 24,062 | +15.5% | 0.03% | +26.1% |
Q3 2018 | $1,062,000 | +5.8% | 20,832 | +6.2% | 0.02% | +4.5% |
Q2 2018 | $1,004,000 | +13.3% | 19,619 | +13.7% | 0.02% | +15.8% |
Q1 2018 | $886,000 | +33.8% | 17,249 | +34.5% | 0.02% | +35.7% |
Q4 2017 | $662,000 | – | 12,823 | – | 0.01% | – |
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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% |