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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $194,368 | -61.0% | 4,114 | -60.9% | 0.04% | -63.9% |
| Q2 2023 | $498,933 | 0.0% | 10,524 | 0.0% | 0.12% | -1.7% |
| Q1 2023 | $498,933 | +0.0% | 10,524 | 0.0% | 0.12% | 0.0% |
| Q4 2022 | $498,932 | -16.6% | 10,524 | -17.2% | 0.12% | -21.4% |
| Q3 2022 | $598,000 | -34.1% | 12,713 | -32.1% | 0.15% | -32.2% |
| Q2 2022 | $907,000 | -22.0% | 18,736 | -21.2% | 0.23% | -15.0% |
| Q1 2022 | $1,163,000 | -11.1% | 23,767 | -9.2% | 0.27% | -14.7% |
| Q4 2021 | $1,308,000 | -20.2% | 26,164 | -19.3% | 0.31% | -27.5% |
| Q3 2021 | $1,640,000 | -2.8% | 32,432 | -2.2% | 0.43% | -2.3% |
| Q2 2021 | $1,687,000 | +368.6% | 33,147 | +369.8% | 0.44% | +325.0% |
| Q1 2021 | $360,000 | +1.7% | 7,056 | +2.7% | 0.10% | -7.1% |
| Q4 2020 | $354,000 | +93.4% | 6,873 | +93.9% | 0.11% | +211.1% |
| Q3 2020 | $183,000 | 0.0% | 3,545 | 0.0% | 0.04% | -47.8% |
| Q2 2020 | $183,000 | +36.6% | 3,545 | +35.3% | 0.07% | +6.2% |
| Q1 2020 | $134,000 | – | 2,620 | – | 0.06% | – |
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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% |