FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 374 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,829,000 | +26.0% | 256,639 | +27.5% | 0.94% | +16.9% |
| Q3 2021 | $10,181,000 | -5.9% | 201,279 | -5.3% | 0.80% | -6.3% |
| Q2 2021 | $10,819,000 | -34.8% | 212,550 | -34.6% | 0.86% | -39.6% |
| Q1 2021 | $16,595,000 | +11.1% | 325,003 | +12.0% | 1.42% | -0.1% |
| Q4 2020 | $14,935,000 | -7.3% | 290,162 | -6.9% | 1.42% | -15.7% |
| Q3 2020 | $16,113,000 | +6.9% | 311,788 | +6.9% | 1.68% | +5.4% |
| Q2 2020 | $15,068,000 | +29.1% | 291,557 | +27.4% | 1.60% | +30.3% |
| Q1 2020 | $11,668,000 | – | 228,781 | – | 1.23% | – |
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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% |