FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 126 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $12,443,000 | -20.1% | 240,762 | -21.2% | 0.78% | -21.0% |
| Q1 2020 | $15,582,000 | -8.3% | 305,524 | -6.8% | 0.99% | +16.1% |
| Q4 2019 | $16,986,000 | -5.5% | 327,909 | -5.2% | 0.85% | -6.4% |
| Q3 2019 | $17,976,000 | -2.4% | 345,752 | -3.0% | 0.91% | +2.6% |
| Q2 2019 | $18,424,000 | +4350.2% | 356,499 | +4289.8% | 0.89% | +5813.3% |
| Q3 2018 | $414,000 | +4.8% | 8,121 | +5.2% | 0.02% | +15.4% |
| Q2 2018 | $395,000 | -22.2% | 7,720 | -22.0% | 0.01% | -27.8% |
| Q1 2018 | $508,000 | -6.6% | 9,892 | -6.1% | 0.02% | -5.3% |
| Q4 2017 | $544,000 | -34.0% | 10,533 | -33.6% | 0.02% | -36.7% |
| Q3 2017 | $824,000 | – | 15,857 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TL Private Wealth | 301,550 | $15,403,000 | 9.45% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 247,155 | $12,632,000 | 7.92% |
| INSPIRION WEALTH ADVISORS, LLC | 566,441 | $28,922,000 | 7.67% |
| Weitzel Financial Services, Inc. | 214,485 | $10,958,000 | 7.66% |
| AGILIS PARTNERS LLC | 324,031 | $16,545,000 | 7.53% |
| Stockman Wealth Management, Inc. | 521,220 | $26,613,000 | 7.41% |
| Ascension Capital Advisors, Inc. | 195,437 | $9,979,000 | 6.76% |
| Richard Bernstein Advisors LLC | 5,487,888 | $280,210,000 | 6.40% |
| Quaker Wealth Management, LLC | 256,007 | $13,072,000 | 6.06% |
| Walkner Condon Financial Advisors LLC | 284,686 | $14,536,000 | 5.65% |