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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $394,326 | -0.4% | 8,272 | 0.0% | 0.05% | -8.6% |
| Q1 2023 | $395,981 | -16.8% | 8,272 | -17.5% | 0.06% | -22.7% |
| Q4 2022 | $476,000 | -7.2% | 10,031 | -7.4% | 0.08% | -11.8% |
| Q3 2022 | $513,000 | -54.8% | 10,828 | -53.9% | 0.08% | -41.8% |
| Q2 2022 | $1,134,000 | +110.8% | 23,475 | +113.5% | 0.15% | +84.8% |
| Q1 2022 | $538,000 | -11.8% | 10,996 | -9.8% | 0.08% | -8.1% |
| Q4 2021 | $610,000 | -9.0% | 12,196 | -8.0% | 0.09% | -16.5% |
| Q3 2021 | $670,000 | -5.1% | 13,256 | -4.5% | 0.10% | -9.6% |
| Q2 2021 | $706,000 | -45.7% | 13,876 | -45.5% | 0.11% | -50.6% |
| Q1 2021 | $1,299,000 | -16.9% | 25,446 | -16.2% | 0.23% | -27.8% |
| Q4 2020 | $1,564,000 | – | 30,382 | – | 0.32% | – |
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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% |