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 | $2,241,113 | +590.4% | 47,441 | +596.6% | 0.00% | – |
| Q2 2023 | $324,633 | -32.5% | 6,810 | -32.2% | 0.00% | – |
| Q1 2023 | $481,094 | -91.9% | 10,050 | -91.9% | 0.00% | -100.0% |
| Q4 2022 | $5,905,247 | +159.9% | 124,557 | +159.6% | 0.00% | 0.0% |
| Q3 2022 | $2,272,000 | -51.1% | 47,987 | -50.2% | 0.00% | 0.0% |
| Q2 2022 | $4,650,000 | -46.6% | 96,280 | -44.7% | 0.00% | -50.0% |
| Q4 2021 | $8,709,000 | -17.0% | 174,220 | -16.0% | 0.00% | 0.0% |
| Q3 2021 | $10,495,000 | -90.0% | 207,502 | -89.9% | 0.00% | -91.3% |
| Q2 2021 | $104,907,000 | +8380.8% | 2,061,050 | +8474.1% | 0.02% | – |
| Q4 2020 | $1,237,000 | -23.0% | 24,038 | -22.2% | 0.00% | -100.0% |
| Q3 2019 | $1,607,000 | +665.2% | 30,902 | +667.2% | 0.00% | – |
| Q1 2017 | $210,000 | – | 4,028 | – | 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 Capital Advisors, Inc. | 184,996 | $9,522,000 | 6.65% |
| Ascension Asset Management LLC | 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% |