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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $836,231 | +0.8% | 17,638 | +0.6% | 0.06% | -9.5% |
| Q3 2022 | $830,000 | -2.9% | 17,530 | -0.9% | 0.06% | -4.5% |
| Q2 2022 | $855,000 | +64.4% | 17,697 | +66.6% | 0.07% | +83.3% |
| Q1 2022 | $520,000 | +41.3% | 10,624 | +44.2% | 0.04% | +38.5% |
| Q4 2021 | $368,000 | +26.9% | 7,369 | +28.4% | 0.03% | +18.2% |
| Q3 2021 | $290,000 | 0.0% | 5,741 | +0.8% | 0.02% | -4.3% |
| Q2 2021 | $290,000 | +23.4% | 5,693 | +23.6% | 0.02% | +4.5% |
| Q1 2021 | $235,000 | -7.8% | 4,605 | -7.2% | 0.02% | -8.3% |
| Q4 2020 | $255,000 | -1.5% | 4,964 | -1.1% | 0.02% | -17.2% |
| Q3 2020 | $259,000 | -8.5% | 5,018 | -8.3% | 0.03% | -23.7% |
| Q2 2020 | $283,000 | – | 5,472 | – | 0.04% | – |
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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% |