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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $245,000 | -55.5% | 4,800 | -55.1% | 0.05% | -58.5% |
| Q4 2020 | $551,000 | -0.4% | 10,700 | 0.0% | 0.12% | -13.4% |
| Q3 2020 | $553,000 | 0.0% | 10,700 | 0.0% | 0.14% | +7.6% |
| Q2 2020 | $553,000 | +1.3% | 10,700 | 0.0% | 0.13% | -18.0% |
| Q1 2020 | $546,000 | -1.4% | 10,700 | 0.0% | 0.16% | +15.0% |
| Q4 2019 | $554,000 | -0.4% | 10,700 | 0.0% | 0.14% | -8.5% |
| Q3 2019 | $556,000 | +0.5% | 10,700 | 0.0% | 0.15% | -4.4% |
| Q2 2019 | $553,000 | +0.7% | 10,700 | 0.0% | 0.16% | -8.0% |
| Q1 2019 | $549,000 | +82.4% | 10,700 | +81.4% | 0.17% | +46.2% |
| Q4 2018 | $301,000 | 0.0% | 5,900 | 0.0% | 0.12% | +10.2% |
| Q3 2018 | $301,000 | -0.3% | 5,900 | 0.0% | 0.11% | -6.1% |
| Q2 2018 | $302,000 | – | 5,900 | – | 0.12% | – |
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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% |