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 | $1,930,510 | -7.0% | 40,866 | -6.2% | 0.03% | -9.1% |
| Q2 2023 | $2,076,696 | -44.4% | 43,564 | -44.2% | 0.03% | -46.8% |
| Q1 2023 | $3,737,975 | +9.7% | 78,086 | +8.6% | 0.06% | 0.0% |
| Q4 2022 | $3,408,416 | -8.5% | 71,892 | -8.6% | 0.06% | -36.7% |
| Q3 2022 | $3,726,000 | -1.4% | 78,687 | +0.6% | 0.10% | +14.0% |
| Q2 2022 | $3,777,000 | +1.3% | 78,191 | +2.6% | 0.09% | +16.2% |
| Q1 2022 | $3,730,000 | +23.9% | 76,200 | +26.6% | 0.07% | +21.3% |
| Q4 2021 | $3,010,000 | +11.6% | 60,209 | +12.9% | 0.06% | +17.3% |
| Q3 2021 | $2,696,000 | +35.5% | 53,307 | +36.4% | 0.05% | +10.6% |
| Q2 2021 | $1,990,000 | +18.4% | 39,092 | +18.7% | 0.05% | +2.2% |
| Q1 2021 | $1,681,000 | -39.9% | 32,930 | -39.4% | 0.05% | -48.9% |
| Q4 2020 | $2,798,000 | +19.1% | 54,360 | +19.6% | 0.09% | +2.3% |
| Q3 2020 | $2,349,000 | +13.4% | 45,461 | +13.4% | 0.09% | 0.0% |
| Q2 2020 | $2,071,000 | -22.9% | 40,075 | -23.9% | 0.09% | -38.9% |
| Q1 2020 | $2,685,000 | +112.6% | 52,643 | +115.2% | 0.14% | +166.7% |
| Q4 2019 | $1,263,000 | +21.9% | 24,467 | +22.4% | 0.05% | +17.4% |
| Q3 2019 | $1,036,000 | +6.0% | 19,982 | +5.2% | 0.05% | +7.0% |
| Q2 2019 | $977,000 | -6.7% | 19,000 | -7.2% | 0.04% | -17.3% |
| Q1 2019 | $1,047,000 | +76.3% | 20,472 | +75.9% | 0.05% | +48.6% |
| Q4 2018 | $594,000 | +54.3% | 11,638 | +53.8% | 0.04% | +84.2% |
| Q3 2018 | $385,000 | +51.6% | 7,565 | +51.9% | 0.02% | +26.7% |
| Q2 2018 | $254,000 | -4.9% | 4,981 | -3.9% | 0.02% | -6.2% |
| Q4 2017 | $267,000 | -1.5% | 5,182 | -0.8% | 0.02% | 0.0% |
| Q3 2017 | $271,000 | -53.5% | 5,223 | -53.4% | 0.02% | -56.8% |
| Q2 2017 | $583,000 | +91.8% | 11,199 | +91.6% | 0.04% | +85.0% |
| Q1 2017 | $304,000 | – | 5,844 | – | 0.02% | – |
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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% |