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 2021 | $3,004,000 | -17.4% | 60,084 | -16.5% | 0.20% | -30.3% |
| Q3 2021 | $3,639,000 | -29.6% | 71,937 | -29.2% | 0.28% | -31.4% |
| Q2 2021 | $5,171,000 | +36.4% | 101,583 | +36.8% | 0.41% | +22.8% |
| Q1 2021 | $3,792,000 | +3.8% | 74,278 | +4.7% | 0.34% | -3.7% |
| Q4 2020 | $3,652,000 | +12.8% | 70,946 | +13.3% | 0.35% | +0.3% |
| Q3 2020 | $3,238,000 | +118.3% | 62,644 | +118.3% | 0.35% | +101.7% |
| Q2 2020 | $1,483,000 | +31.6% | 28,700 | +29.8% | 0.17% | +19.3% |
| Q1 2020 | $1,127,000 | +69.7% | 22,117 | +72.6% | 0.14% | +110.1% |
| Q4 2019 | $664,000 | +14.5% | 12,812 | +14.8% | 0.07% | +9.5% |
| Q3 2019 | $580,000 | +20.6% | 11,160 | +19.9% | 0.06% | +21.2% |
| Q2 2019 | $481,000 | +1.9% | 9,309 | +0.7% | 0.05% | -46.9% |
| Q4 2018 | $472,000 | -99.4% | 9,244 | +537.5% | 0.10% | +653.8% |
| Q4 2016 | $76,000,000 | – | 1,450 | – | 0.01% | – |
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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% |