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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $309,000 | -19.5% | 6,406 | -15.1% | 0.19% | +20.0% |
| Q2 2021 | $384,000 | -54.6% | 7,541 | -54.4% | 0.16% | -55.8% |
| Q1 2021 | $845,000 | +15.4% | 16,551 | +16.4% | 0.35% | -8.4% |
| Q4 2020 | $732,000 | -61.4% | 14,216 | -61.2% | 0.38% | -67.7% |
| Q3 2020 | $1,894,000 | +77.5% | 36,652 | +77.4% | 1.18% | +72.6% |
| Q2 2020 | $1,067,000 | -79.9% | 20,655 | -80.2% | 0.69% | -76.8% |
| Q1 2020 | $5,321,000 | +56.8% | 104,333 | +59.3% | 2.96% | +107.6% |
| Q4 2019 | $3,393,000 | -2.9% | 65,495 | -2.6% | 1.43% | -13.7% |
| Q3 2019 | $3,495,000 | – | 67,233 | – | 1.65% | – |
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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% |