FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 307 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,498,000 | +94.5% | 29,329 | +96.0% | 0.14% | +78.8% |
| Q4 2020 | $770,000 | -52.3% | 14,962 | -52.1% | 0.08% | -57.2% |
| Q3 2020 | $1,615,000 | -2.4% | 31,247 | -2.4% | 0.19% | -15.8% |
| Q2 2020 | $1,654,000 | +28.8% | 32,008 | +27.1% | 0.22% | +32.1% |
| Q1 2020 | $1,284,000 | +366.9% | 25,180 | +372.9% | 0.17% | +354.1% |
| Q2 2019 | $275,000 | -18.4% | 5,325 | -19.0% | 0.04% | -15.9% |
| Q1 2019 | $337,000 | -12.7% | 6,575 | -12.9% | 0.04% | -29.0% |
| Q4 2018 | $386,000 | -26.5% | 7,550 | -26.7% | 0.06% | -33.3% |
| Q3 2018 | $525,000 | -0.4% | 10,305 | 0.0% | 0.09% | -5.1% |
| Q2 2018 | $527,000 | – | 10,305 | – | 0.10% | – |
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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% |