FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 301 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,867 | +1.0% | 39 | 0.0% | 0.00% | – |
| Q4 2022 | $1,849 | -7.6% | 39 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -77.8% | 39 | -78.6% | 0.00% | – |
| Q2 2022 | $9,000 | +350.0% | 182 | +405.6% | 0.00% | – |
| Q1 2022 | $2,000 | -90.0% | 36 | -91.0% | 0.00% | -100.0% |
| Q4 2021 | $20,000 | +1900.0% | 400 | +3900.0% | 0.00% | – |
| Q2 2021 | $1,000 | -88.9% | 10 | -94.6% | 0.00% | – |
| Q1 2021 | $9,000 | -43.8% | 186 | -39.8% | 0.00% | -100.0% |
| Q4 2020 | $16,000 | -11.1% | 309 | -11.7% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | 0.0% | 350 | +2.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +80.0% | 343 | +67.3% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -9.1% | 205 | -4.2% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | – | 214 | – | 0.00% | – |
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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% |