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 2022 | $4,479,000 | -4.7% | 94,601 | -2.8% | 1.02% | +6.7% |
| Q2 2022 | $4,700,000 | +2.9% | 97,313 | +4.3% | 0.96% | +11.2% |
| Q1 2022 | $4,566,000 | -5.0% | 93,279 | -2.9% | 0.86% | +26.4% |
| Q4 2021 | $4,804,000 | -5.7% | 96,107 | -4.6% | 0.68% | +1.9% |
| Q3 2021 | $5,097,000 | -3.7% | 100,778 | -3.0% | 0.67% | -0.1% |
| Q2 2021 | $5,291,000 | +546.8% | 103,939 | +548.7% | 0.67% | +515.6% |
| Q1 2021 | $818,000 | +2.1% | 16,022 | +3.0% | 0.11% | -1.8% |
| Q4 2020 | $801,000 | +90.7% | 15,553 | +91.3% | 0.11% | +76.2% |
| Q3 2020 | $420,000 | -17.6% | 8,130 | -17.6% | 0.06% | -24.1% |
| Q2 2020 | $510,000 | -62.8% | 9,863 | -63.3% | 0.08% | -67.5% |
| Q1 2020 | $1,371,000 | -51.3% | 26,890 | -50.5% | 0.26% | -39.1% |
| Q4 2019 | $2,813,000 | -6.3% | 54,307 | -5.9% | 0.42% | -5.4% |
| Q3 2019 | $3,002,000 | -16.5% | 57,739 | -17.0% | 0.44% | -8.3% |
| Q2 2019 | $3,595,000 | +63.7% | 69,566 | +62.5% | 0.48% | +64.3% |
| Q1 2019 | $2,196,000 | +132.4% | 42,818 | +131.4% | 0.29% | +102.8% |
| Q4 2018 | $945,000 | +2.6% | 18,507 | +2.4% | 0.14% | +18.9% |
| Q3 2018 | $921,000 | +17.3% | 18,075 | +17.8% | 0.12% | +2.5% |
| Q2 2018 | $785,000 | -29.1% | 15,350 | -28.8% | 0.12% | -29.2% |
| Q1 2018 | $1,107,000 | -0.5% | 21,550 | 0.0% | 0.17% | +1.8% |
| Q4 2017 | $1,113,000 | – | 21,550 | – | 0.16% | – |
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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% |