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 | $3,164,372 | +8.7% | 66,985 | +9.7% | 0.06% | +5.7% |
| Q2 2023 | $2,912,025 | +0.5% | 61,087 | +0.9% | 0.05% | -3.6% |
| Q1 2023 | $2,898,449 | -58.1% | 60,548 | -58.5% | 0.06% | -61.3% |
| Q4 2022 | $6,917,795 | -12.0% | 145,914 | -12.1% | 0.14% | -18.4% |
| Q3 2022 | $7,860,000 | -6.3% | 166,001 | -4.5% | 0.17% | -1.1% |
| Q2 2022 | $8,392,000 | +416.1% | 173,739 | +423.2% | 0.18% | +528.6% |
| Q1 2022 | $1,626,000 | -37.0% | 33,210 | -35.7% | 0.03% | -39.1% |
| Q4 2021 | $2,580,000 | -66.5% | 51,620 | -66.1% | 0.05% | -66.9% |
| Q3 2021 | $7,706,000 | -1.5% | 152,354 | -0.8% | 0.14% | -7.9% |
| Q2 2021 | $7,820,000 | -26.8% | 153,626 | -26.6% | 0.15% | -36.3% |
| Q1 2021 | $10,690,000 | +13.6% | 209,355 | +14.6% | 0.24% | +4.4% |
| Q4 2020 | $9,407,000 | -11.0% | 182,760 | -10.6% | 0.23% | -29.3% |
| Q3 2020 | $10,564,000 | +2.4% | 204,402 | +2.4% | 0.32% | -9.1% |
| Q2 2020 | $10,312,000 | +600.5% | 199,538 | +591.5% | 0.35% | +212.4% |
| Q1 2020 | $1,472,000 | +11.4% | 28,855 | +13.2% | 0.11% | +213.9% |
| Q4 2019 | $1,321,000 | -6.0% | 25,498 | -5.7% | 0.04% | -28.0% |
| Q3 2019 | $1,406,000 | +6.9% | 27,042 | +6.8% | 0.05% | +2.0% |
| Q2 2019 | $1,315,000 | +104.5% | 25,327 | +102.0% | 0.05% | +81.5% |
| Q1 2019 | $643,000 | -54.6% | 12,539 | -54.8% | 0.03% | -57.1% |
| Q4 2018 | $1,417,000 | +32.4% | 27,755 | +32.3% | 0.06% | +50.0% |
| Q3 2018 | $1,070,000 | +55.5% | 20,985 | +56.0% | 0.04% | +40.0% |
| Q2 2018 | $688,000 | +1.5% | 13,450 | +2.0% | 0.03% | -9.1% |
| Q1 2018 | $678,000 | – | 13,189 | – | 0.03% | – |
Download | ||||||
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% |