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 | $444,076 | -34.7% | 9,400 | -34.1% | 0.04% | -23.1% |
| Q2 2023 | $680,436 | +11.0% | 14,274 | +11.5% | 0.05% | +2.0% |
| Q1 2023 | $613,026 | +17.5% | 12,806 | +16.3% | 0.05% | 0.0% |
| Q4 2022 | $521,943 | -2.3% | 11,009 | -2.3% | 0.05% | -16.4% |
| Q3 2022 | $534,000 | +4.1% | 11,271 | +6.2% | 0.06% | +5.2% |
| Q2 2022 | $513,000 | +8.7% | 10,614 | +10.2% | 0.06% | +23.4% |
| Q1 2022 | $472,000 | +17.1% | 9,634 | +19.5% | 0.05% | +17.5% |
| Q4 2021 | $403,000 | +55.6% | 8,065 | +57.2% | 0.04% | +37.9% |
| Q3 2021 | $259,000 | +23.9% | 5,129 | +25.2% | 0.03% | +20.8% |
| Q2 2021 | $209,000 | -5.4% | 4,097 | -5.4% | 0.02% | -14.3% |
| Q1 2021 | $221,000 | -36.3% | 4,331 | -35.7% | 0.03% | -52.5% |
| Q4 2020 | $347,000 | -1.1% | 6,735 | -0.8% | 0.06% | -11.9% |
| Q3 2020 | $351,000 | +0.3% | 6,791 | +0.3% | 0.07% | -15.2% |
| Q2 2020 | $350,000 | -5.1% | 6,772 | -5.4% | 0.08% | -20.2% |
| Q1 2020 | $369,000 | +23.8% | 7,162 | +24.6% | 0.10% | +35.6% |
| Q4 2019 | $298,000 | -1.0% | 5,747 | -0.4% | 0.07% | -12.0% |
| Q3 2019 | $301,000 | -5.9% | 5,771 | -6.5% | 0.08% | -4.6% |
| Q2 2019 | $320,000 | +54.6% | 6,175 | +53.2% | 0.09% | +38.1% |
| Q1 2019 | $207,000 | – | 4,030 | – | 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% |