FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 229 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $46,273,000 | -1.1% | 945,315 | +1.0% | 0.91% | +1.3% |
| Q4 2021 | $46,771,000 | -2.4% | 935,598 | -1.2% | 0.90% | -6.6% |
| Q3 2021 | $47,914,000 | +1.4% | 947,321 | +2.1% | 0.97% | -1.3% |
| Q2 2021 | $47,232,000 | -83.1% | 927,948 | -83.1% | 0.98% | -84.7% |
| Q1 2021 | $280,210,000 | +8.2% | 5,487,888 | +9.1% | 6.40% | +0.6% |
| Q4 2020 | $258,957,000 | -4.5% | 5,031,232 | -4.1% | 6.36% | -16.4% |
| Q3 2020 | $271,161,000 | +5.4% | 5,246,915 | +5.4% | 7.61% | -5.6% |
| Q2 2020 | $257,341,000 | +6.8% | 4,979,514 | +5.4% | 8.06% | -5.8% |
| Q1 2020 | $241,032,000 | +925.8% | 4,726,123 | +942.9% | 8.55% | +1025.5% |
| Q4 2019 | $23,496,000 | -0.3% | 453,182 | 0.0% | 0.76% | -1.4% |
| Q3 2019 | $23,560,000 | +4.2% | 453,182 | +3.6% | 0.77% | +2.8% |
| Q2 2019 | $22,607,000 | +12.3% | 437,451 | +11.4% | 0.75% | +14.9% |
| Q1 2019 | $20,134,000 | – | 392,637 | – | 0.65% | – |
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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% |