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 | $3,736,000 | -20.9% | 77,342 | -19.9% | 0.00% | -98.9% |
| Q1 2022 | $4,724,000 | -12.9% | 96,500 | -11.1% | 0.36% | -3.2% |
| Q4 2021 | $5,426,000 | -40.1% | 108,549 | -39.4% | 0.38% | -46.0% |
| Q3 2021 | $9,061,000 | +52.6% | 179,134 | +53.6% | 0.70% | +5.9% |
| Q2 2021 | $5,937,000 | -21.1% | 116,639 | -20.8% | 0.66% | -25.3% |
| Q1 2021 | $7,522,000 | +14.5% | 147,317 | +15.5% | 0.88% | +3.7% |
| Q4 2020 | $6,567,000 | +22.8% | 127,591 | +23.3% | 0.85% | +34.4% |
| Q3 2020 | $5,347,000 | +401.1% | 103,456 | +401.0% | 0.63% | +439.3% |
| Q2 2020 | $1,067,000 | +16.4% | 20,650 | +14.8% | 0.12% | +21.9% |
| Q1 2020 | $917,000 | +11.7% | 17,987 | +13.5% | 0.10% | -22.0% |
| Q4 2019 | $821,000 | +33.3% | 15,842 | +33.7% | 0.12% | +15.0% |
| Q3 2019 | $616,000 | +20.3% | 11,852 | +19.6% | 0.11% | +35.4% |
| Q2 2019 | $512,000 | – | 9,912 | – | 0.08% | – |
Download | ||||||
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% |