FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 36 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,968 | +296.4% | 84 | +300.0% | 0.00% | – |
| Q2 2023 | $1,001 | +49950.0% | 21 | -46.2% | 0.00% | – |
| Q4 2022 | $2 | -99.9% | 39 | -18.8% | 0.00% | – |
| Q1 2022 | $2,000 | -90.0% | 48 | -87.9% | 0.00% | – |
| Q4 2021 | $20,000 | 0.0% | 397 | +2.6% | 0.00% | -100.0% |
| Q4 2018 | $20,000 | +900.0% | 387 | +1148.4% | 0.00% | – |
| Q3 2016 | $2,000 | -60.0% | 31 | -67.7% | 0.00% | -100.0% |
| Q1 2016 | $5,000 | +66.7% | 96 | +57.4% | 0.00% | – |
| Q4 2015 | $3,000 | +50.0% | 61 | +103.3% | 0.00% | – |
| Q3 2015 | $2,000 | +100.0% | 30 | +50.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 20 | +100.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | – | 10 | – | 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 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% |