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 | $10,974,161 | +0.0% | 232,306 | +0.9% | 0.72% | -6.9% |
| Q2 2023 | $10,974,041 | +0.9% | 230,208 | +1.3% | 0.78% | -7.0% |
| Q1 2023 | $10,874,715 | +3.9% | 227,171 | +2.9% | 0.84% | -4.0% |
| Q4 2022 | $10,465,740 | -4.9% | 220,749 | -5.0% | 0.87% | -24.6% |
| Q3 2022 | $11,002,000 | -0.8% | 232,354 | +1.2% | 1.16% | +15.0% |
| Q2 2022 | $11,095,000 | -4.7% | 229,700 | -3.4% | 1.01% | +6.3% |
| Q1 2022 | $11,646,000 | +8.0% | 237,907 | +10.3% | 0.95% | +21.9% |
| Q4 2021 | $10,779,000 | -1.0% | 215,628 | +0.1% | 0.78% | -16.6% |
| Q3 2021 | $10,890,000 | -21.2% | 215,308 | -20.7% | 0.93% | -24.0% |
| Q2 2021 | $13,820,000 | -0.7% | 271,508 | -0.4% | 1.22% | -17.3% |
| Q1 2021 | $13,923,000 | +22.2% | 272,670 | +23.2% | 1.48% | -5.9% |
| Q4 2020 | $11,389,000 | +6.8% | 221,276 | +7.2% | 1.57% | -39.6% |
| Q3 2020 | $10,668,000 | +9.4% | 206,429 | +9.4% | 2.60% | -13.1% |
| Q2 2020 | $9,752,000 | +10.9% | 188,698 | +9.4% | 2.99% | -52.0% |
| Q1 2020 | $8,796,000 | +358.4% | 172,479 | +365.7% | 6.23% | +472.7% |
| Q4 2019 | $1,919,000 | +14.0% | 37,038 | +14.4% | 1.09% | +68.9% |
| Q3 2019 | $1,684,000 | +21.9% | 32,389 | +21.2% | 0.64% | +16.9% |
| Q2 2019 | $1,381,000 | – | 26,717 | – | 0.55% | – |
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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% |