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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,278 | -0.9% | 5,171 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $246,502 | -0.4% | 5,171 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $247,536 | -1.4% | 5,171 | -2.4% | 0.02% | -5.6% |
| Q4 2022 | $251,083 | -0.8% | 5,296 | -1.0% | 0.02% | -5.3% |
| Q3 2022 | $253,000 | +6.8% | 5,352 | +9.2% | 0.02% | +11.8% |
| Q2 2022 | $237,000 | -60.2% | 4,899 | -59.7% | 0.02% | -57.5% |
| Q1 2022 | $595,000 | +131.5% | 12,154 | +136.3% | 0.04% | +90.5% |
| Q4 2021 | $257,000 | -34.9% | 5,143 | -34.1% | 0.02% | -40.0% |
| Q3 2021 | $395,000 | -82.3% | 7,806 | -82.2% | 0.04% | -82.4% |
| Q2 2021 | $2,237,000 | +5.3% | 43,943 | +5.7% | 0.20% | -6.1% |
| Q1 2021 | $2,124,000 | +46.2% | 41,590 | +47.4% | 0.21% | +24.7% |
| Q4 2020 | $1,453,000 | +55.1% | 28,225 | +55.7% | 0.17% | +36.0% |
| Q3 2020 | $937,000 | -18.4% | 18,126 | -18.4% | 0.12% | -24.2% |
| Q2 2020 | $1,148,000 | -74.5% | 22,207 | -74.8% | 0.16% | -76.7% |
| Q1 2020 | $4,494,000 | -26.4% | 88,111 | -25.2% | 0.71% | -11.6% |
| Q4 2019 | $6,102,000 | -21.6% | 117,796 | -21.4% | 0.80% | -31.4% |
| Q3 2019 | $7,788,000 | +2.0% | 149,804 | +1.4% | 1.17% | -3.1% |
| Q2 2019 | $7,638,000 | +23.8% | 147,795 | +22.9% | 1.20% | -13.6% |
| Q1 2019 | $6,169,000 | +184.9% | 120,304 | +183.7% | 1.39% | +123.8% |
| Q4 2018 | $2,165,000 | +133.0% | 42,409 | +132.7% | 0.62% | +156.4% |
| Q3 2018 | $929,000 | -46.2% | 18,222 | -46.1% | 0.24% | -49.6% |
| Q2 2018 | $1,728,000 | +5.0% | 33,777 | +5.4% | 0.48% | +75.3% |
| Q1 2018 | $1,645,000 | +504.8% | 32,032 | +508.5% | 0.28% | +227.4% |
| Q4 2017 | $272,000 | -29.2% | 5,264 | -28.8% | 0.08% | -33.9% |
| Q3 2017 | $384,000 | +7.3% | 7,395 | +7.7% | 0.13% | +4.1% |
| Q2 2017 | $358,000 | – | 6,866 | – | 0.12% | – |
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% |