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 | $38,973 | -38.2% | 825 | -37.6% | 0.01% | -33.3% |
| Q2 2023 | $63,020 | -7.2% | 1,322 | -6.8% | 0.01% | -18.2% |
| Q1 2023 | $67,928 | -72.5% | 1,419 | -72.8% | 0.01% | -77.6% |
| Q3 2022 | $247,000 | -8.9% | 5,216 | -7.1% | 0.05% | -9.3% |
| Q2 2022 | $271,000 | -27.7% | 5,616 | -26.6% | 0.05% | -10.0% |
| Q1 2022 | $375,000 | -30.0% | 7,656 | -28.6% | 0.06% | -32.6% |
| Q4 2021 | $536,000 | -1.8% | 10,716 | -0.7% | 0.09% | -39.0% |
| Q3 2021 | $546,000 | -1.8% | 10,794 | -1.2% | 0.15% | +67.8% |
| Q2 2021 | $556,000 | +27.5% | 10,923 | +28.0% | 0.09% | +11.5% |
| Q1 2021 | $436,000 | +6.6% | 8,535 | +7.3% | 0.08% | +4.0% |
| Q4 2020 | $409,000 | +22.1% | 7,951 | +22.8% | 0.08% | -35.9% |
| Q3 2020 | $335,000 | +222.1% | 6,474 | +221.3% | 0.12% | +143.8% |
| Q2 2020 | $104,000 | +1.0% | 2,015 | +0.1% | 0.05% | -23.8% |
| Q1 2020 | $103,000 | -10.4% | 2,013 | -9.4% | 0.06% | +12.5% |
| Q4 2019 | $115,000 | +15.0% | 2,222 | +16.1% | 0.06% | +5.7% |
| Q3 2019 | $100,000 | +88.7% | 1,914 | +87.8% | 0.05% | +71.0% |
| Q2 2019 | $53,000 | -52.7% | 1,019 | -53.2% | 0.03% | -50.8% |
| Q1 2019 | $112,000 | +239.4% | 2,176 | +237.4% | 0.06% | +186.4% |
| Q4 2018 | $33,000 | -8.3% | 645 | -9.5% | 0.02% | +4.8% |
| Q3 2018 | $36,000 | -16.3% | 713 | -14.4% | 0.02% | -19.2% |
| Q2 2018 | $43,000 | 0.0% | 833 | 0.0% | 0.03% | -3.7% |
| Q1 2018 | $43,000 | – | 833 | – | 0.03% | – |
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 Capital Advisors, Inc. | 184,996 | $9,522,000 | 6.65% |
| Ascension Asset Management LLC | 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% |