FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 364 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $5,309,000 | +129.6% | 104,300 | +130.4% | 1.38% | +105.4% |
| Q1 2021 | $2,312,000 | -10.9% | 45,276 | -10.0% | 0.67% | -11.7% |
| Q4 2020 | $2,594,000 | -45.3% | 50,307 | -45.2% | 0.76% | -57.4% |
| Q3 2020 | $4,741,000 | -3.6% | 91,746 | -3.3% | 1.78% | -6.1% |
| Q2 2020 | $4,920,000 | -30.3% | 94,876 | -30.5% | 1.90% | -40.0% |
| Q1 2020 | $7,057,000 | -1.9% | 136,499 | -1.2% | 3.17% | +9.3% |
| Q4 2019 | $7,192,000 | – | 138,118 | – | 2.90% | – |
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% |