FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 264 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $90,843 | -25.4% | 1,923 | -24.7% | 0.00% | -33.3% |
Q2 2023 | $121,749 | -0.1% | 2,554 | +0.3% | 0.00% | 0.0% |
Q1 2023 | $121,860 | -7.6% | 2,546 | -8.5% | 0.00% | -25.0% |
Q4 2022 | $131,942 | -0.8% | 2,783 | -1.1% | 0.00% | +33.3% |
Q3 2022 | $133,000 | +49.4% | 2,814 | +52.1% | 0.00% | +50.0% |
Q2 2022 | $89,000 | -14.4% | 1,850 | -12.9% | 0.00% | -33.3% |
Q1 2022 | $104,000 | -69.2% | 2,125 | -68.0% | 0.00% | -70.0% |
Q2 2021 | $338,000 | -0.6% | 6,650 | 0.0% | 0.01% | -16.7% |
Q1 2021 | $340,000 | -7.1% | 6,650 | -6.5% | 0.01% | -29.4% |
Q4 2020 | $366,000 | -37.0% | 7,116 | -36.8% | 0.02% | -45.2% |
Q3 2020 | $581,000 | -27.4% | 11,254 | -27.4% | 0.03% | -38.0% |
Q2 2020 | $800,000 | +136.0% | 15,494 | +133.0% | 0.05% | +72.4% |
Q1 2020 | $339,000 | -1.5% | 6,650 | 0.0% | 0.03% | +20.8% |
Q4 2019 | $344,000 | -0.3% | 6,650 | 0.0% | 0.02% | +26.3% |
Q3 2019 | $345,000 | +0.6% | 6,650 | 0.0% | 0.02% | -60.4% |
Q2 2019 | $343,000 | +0.6% | 6,650 | 0.0% | 0.05% | -17.2% |
Q1 2019 | $341,000 | – | 6,650 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Walkner Condon Financial Advisors LLC | 239,139 | $12,196,000 | 13.03% |
HBK Sorce Advisory LLC | 1,966,811 | $100,307,000 | 9.75% |
Ascension Capital Advisors, Inc. | 160,321 | $8,176,000 | 8.58% |
Richard Bernstein Advisors LLC | 4,726,123 | $241,032,000 | 8.55% |
WealthOne, LLC | 197,217 | $10,058,000 | 7.71% |
Flaharty Asset Management, LLC | 307,229 | $15,668,000 | 7.22% |
TL Private Wealth | 153,635 | $7,941,000 | 7.22% |
ARQ WEALTH ADVISORS, LLC | 109,030 | $5,561,000 | 6.32% |
Arlington Financial Advisors, LLC | 172,238 | $8,784,000 | 6.25% |
Stratos Wealth Advisors, LLC | 172,479 | $8,796,000 | 6.23% |