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 | $313,826 | -1.1% | 6,680 | 0.0% | 0.10% | -2.8% |
| Q2 2023 | $317,367 | -1.2% | 6,680 | 0.0% | 0.11% | -6.1% |
| Q1 2023 | $321,174 | -2.5% | 6,680 | -2.5% | 0.12% | -21.8% |
| Q4 2022 | $329,348 | -14.7% | 6,850 | -16.3% | 0.15% | -24.2% |
| Q3 2022 | $386,000 | -4.7% | 8,180 | -2.7% | 0.19% | -6.3% |
| Q2 2022 | $405,000 | -1.5% | 8,410 | 0.0% | 0.21% | +9.5% |
| Q1 2022 | $411,000 | -1.9% | 8,410 | 0.0% | 0.19% | +10.5% |
| Q4 2021 | $419,000 | -2.8% | 8,410 | -1.6% | 0.17% | +15.5% |
| Q3 2021 | $431,000 | -6.5% | 8,550 | -6.0% | 0.15% | -12.4% |
| Q2 2021 | $461,000 | -0.9% | 9,100 | 0.0% | 0.17% | -9.6% |
| Q1 2021 | $465,000 | -1.9% | 9,100 | -1.1% | 0.19% | -5.1% |
| Q4 2020 | $474,000 | -27.0% | 9,200 | -26.5% | 0.20% | -48.2% |
| Q2 2020 | $649,000 | -5.4% | 12,520 | -5.7% | 0.38% | -35.8% |
| Q1 2020 | $686,000 | -1.3% | 13,270 | -0.5% | 0.59% | -5.4% |
| Q4 2019 | $695,000 | +3.6% | 13,330 | +3.0% | 0.63% | -10.2% |
| Q3 2019 | $671,000 | +183.1% | 12,943 | +184.8% | 0.70% | +165.0% |
| Q2 2019 | $237,000 | +23600.0% | 4,544 | -83.7% | 0.26% | +511.6% |
| Q1 2019 | $1,000 | -99.8% | 27,902 | +159.1% | 0.04% | -95.1% |
| Q3 2018 | $547,000 | +23.2% | 10,768 | +24.2% | 0.87% | +43.4% |
| Q2 2018 | $444,000 | +101.8% | 8,669 | +102.9% | 0.61% | +66.5% |
| Q1 2018 | $220,000 | – | 4,273 | – | 0.36% | – |
Download | ||||||
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% |