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 | $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% | – |
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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% |