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 2021 | $259,000 | -0.4% | 5,116 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $260,000 | 0.0% | 5,105 | +0.2% | 0.02% | -10.0% |
| Q1 2021 | $260,000 | -50.8% | 5,093 | -50.3% | 0.02% | -53.5% |
| Q4 2020 | $528,000 | +4.3% | 10,252 | +4.8% | 0.04% | -6.5% |
| Q3 2020 | $506,000 | +0.2% | 9,784 | +0.1% | 0.05% | 0.0% |
| Q2 2020 | $505,000 | +33.6% | 9,770 | +34.6% | 0.05% | -20.7% |
| Q1 2017 | $378,000 | +4.1% | 7,258 | +4.2% | 0.06% | -1.7% |
| Q4 2016 | $363,000 | -26.4% | 6,966 | -26.0% | 0.06% | -21.3% |
| Q3 2016 | $493,000 | – | 9,413 | – | 0.08% | – |
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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% |