FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 79 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $613,000 | -0.5% | 11,914 | 0.0% | 0.10% | -18.9% |
| Q3 2020 | $616,000 | +84.4% | 11,914 | +82.0% | 0.13% | +33.7% |
| Q4 2018 | $334,000 | +7.1% | 6,547 | +6.8% | 0.10% | +21.8% |
| Q3 2018 | $312,000 | -13.8% | 6,130 | -13.3% | 0.08% | -15.2% |
| Q2 2018 | $362,000 | +13.8% | 7,074 | +14.1% | 0.09% | +7.0% |
| Q1 2018 | $318,000 | +15.2% | 6,199 | +16.1% | 0.09% | +4.9% |
| Q4 2017 | $276,000 | -0.7% | 5,340 | 0.0% | 0.08% | -7.9% |
| Q3 2017 | $278,000 | 0.0% | 5,340 | 0.0% | 0.09% | -7.3% |
| Q2 2017 | $278,000 | 0.0% | 5,340 | 0.0% | 0.10% | -5.9% |
| Q1 2017 | $278,000 | +13.9% | 5,340 | +14.5% | 0.10% | +2.0% |
| Q3 2016 | $244,000 | – | 4,664 | – | 0.10% | – |
Download | ||||||
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% |