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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $393,300 | -12.1% | 8,216 | -13.0% | 0.04% | -16.3% |
| Q4 2022 | $447,503 | +14.5% | 9,439 | +14.3% | 0.05% | +14.0% |
| Q3 2022 | $391,000 | +21.1% | 8,259 | +23.5% | 0.04% | +26.5% |
| Q2 2022 | $323,000 | +0.3% | 6,687 | +1.8% | 0.03% | +17.2% |
| Q1 2022 | $322,000 | +0.6% | 6,570 | +2.6% | 0.03% | +3.6% |
| Q4 2021 | $320,000 | -1.8% | 6,403 | -1.0% | 0.03% | -3.4% |
| Q3 2021 | $326,000 | +0.9% | 6,469 | +1.5% | 0.03% | -37.0% |
| Q2 2021 | $323,000 | -93.1% | 6,373 | -93.0% | 0.05% | -91.8% |
| Q1 2021 | $4,659,000 | +8.5% | 91,316 | +9.4% | 0.56% | -0.7% |
| Q4 2020 | $4,294,000 | – | 83,435 | – | 0.56% | – |
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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 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% |