FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |