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 | $599,883 | +63.4% | 12,699 | +64.9% | 0.05% | +64.5% |
| Q2 2023 | $367,034 | -25.0% | 7,699 | -24.7% | 0.03% | -32.6% |
| Q1 2023 | $489,292 | +4.5% | 10,221 | +3.5% | 0.05% | -4.2% |
| Q4 2022 | $468,293 | -52.6% | 9,877 | -52.7% | 0.05% | -15.8% |
| Q3 2022 | $989,000 | -44.0% | 20,861 | -43.0% | 0.06% | -43.6% |
| Q2 2022 | $1,767,000 | +11.8% | 36,586 | +13.3% | 0.10% | +31.2% |
| Q1 2022 | $1,581,000 | +12.8% | 32,297 | +15.3% | 0.08% | -44.2% |
| Q4 2021 | $1,401,000 | -44.6% | 28,003 | -43.7% | 0.14% | -46.9% |
| Q2 2021 | $2,529,000 | -13.9% | 49,709 | -13.6% | 0.26% | -34.2% |
| Q1 2021 | $2,937,000 | -30.5% | 57,527 | -29.9% | 0.40% | -36.3% |
| Q4 2020 | $4,225,000 | +57.6% | 82,094 | +58.3% | 0.62% | +41.6% |
| Q3 2020 | $2,681,000 | +44.3% | 51,868 | +44.3% | 0.44% | +30.0% |
| Q2 2020 | $1,858,000 | +29.8% | 35,954 | +28.2% | 0.34% | +2.7% |
| Q1 2020 | $1,431,000 | -9.9% | 28,041 | -8.6% | 0.33% | +36.1% |
| Q4 2019 | $1,589,000 | +8.7% | 30,676 | +9.2% | 0.24% | -20.7% |
| Q3 2019 | $1,462,000 | -4.9% | 28,101 | -5.6% | 0.30% | +50.5% |
| Q2 2019 | $1,538,000 | -11.7% | 29,755 | -12.4% | 0.20% | -47.9% |
| Q1 2019 | $1,742,000 | – | 33,961 | – | 0.39% | – |
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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% |