FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 301 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,055,000 | -37.9% | 146,058 | -37.0% | 5.50% | +5.8% |
| Q1 2022 | $11,354,000 | -3.8% | 231,943 | -2.0% | 5.20% | -0.7% |
| Q4 2021 | $11,798,000 | -0.8% | 236,641 | +0.7% | 5.24% | +2.2% |
| Q3 2021 | $11,889,000 | +0.2% | 235,056 | +0.8% | 5.12% | -2.0% |
| Q2 2021 | $11,869,000 | +4.2% | 233,183 | +4.5% | 5.23% | -3.5% |
| Q1 2021 | $11,396,000 | +2.5% | 223,179 | +3.3% | 5.42% | -5.9% |
| Q4 2020 | $11,115,000 | -1.0% | 215,957 | -0.6% | 5.76% | -12.7% |
| Q3 2020 | $11,224,000 | +2.3% | 217,212 | +2.3% | 6.60% | -4.5% |
| Q2 2020 | $10,975,000 | – | 212,417 | – | 6.90% | – |
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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% |