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 | $8,753,000 | -19.8% | 175,099 | -18.8% | 0.33% | -20.3% |
| Q3 2021 | $10,912,000 | +5.3% | 215,621 | +5.9% | 0.42% | +3.5% |
| Q2 2021 | $10,364,000 | +12.4% | 203,580 | +13.2% | 0.40% | +57.2% |
| Q1 2021 | $9,218,000 | +7.9% | 179,786 | -0.3% | 0.26% | -25.1% |
| Q4 2020 | $8,540,000 | +142.3% | 180,353 | +165.3% | 0.34% | +87.4% |
| Q3 2020 | $3,524,000 | +4.0% | 67,975 | +3.7% | 0.18% | -2.7% |
| Q2 2020 | $3,387,000 | +3.9% | 65,540 | +3.9% | 0.19% | -14.2% |
| Q1 2020 | $3,260,000 | +5.5% | 63,090 | +5.7% | 0.22% | +32.7% |
| Q4 2019 | $3,090,000 | +16.6% | 59,662 | +16.8% | 0.16% | +4.4% |
| Q3 2019 | $2,651,000 | +14.8% | 51,068 | +14.3% | 0.16% | +10.5% |
| Q2 2019 | $2,309,000 | +3.4% | 44,695 | +2.6% | 0.14% | -2.7% |
| Q1 2019 | $2,232,000 | -7.2% | 43,544 | -7.9% | 0.15% | -17.4% |
| Q4 2018 | $2,405,000 | -11.3% | 47,255 | -11.2% | 0.18% | -1.7% |
| Q3 2018 | $2,712,000 | +0.3% | 53,221 | +1.2% | 0.18% | -14.2% |
| Q2 2018 | $2,704,000 | +50.1% | 52,604 | +50.0% | 0.21% | +34.4% |
| Q1 2018 | $1,801,000 | -26.6% | 35,065 | -26.2% | 0.16% | -28.3% |
| Q4 2017 | $2,454,000 | -2.7% | 47,534 | -2.1% | 0.22% | -12.7% |
| Q3 2017 | $2,523,000 | -0.2% | 48,535 | +0.1% | 0.25% | -3.1% |
| Q2 2017 | $2,527,000 | -11.0% | 48,510 | -11.1% | 0.26% | -12.2% |
| Q1 2017 | $2,839,000 | -15.5% | 54,552 | -15.3% | 0.30% | -33.4% |
| Q4 2016 | $3,360,000 | -3.5% | 64,398 | -3.1% | 0.44% | -5.5% |
| Q3 2016 | $3,482,000 | +14.2% | 66,454 | +12.8% | 0.47% | +6.1% |
| Q2 2016 | $3,048,000 | +22.5% | 58,916 | +20.3% | 0.44% | +16.0% |
| Q1 2016 | $2,489,000 | – | 48,966 | – | 0.38% | – |
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% |