FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 350 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $674,000 | -1.9% | 13,491 | -0.6% | 0.31% | -13.5% |
| Q3 2021 | $687,000 | -32.1% | 13,574 | -31.7% | 0.36% | -33.1% |
| Q2 2021 | $1,012,000 | +0.1% | 19,874 | +0.4% | 0.54% | -8.1% |
| Q1 2021 | $1,011,000 | -14.7% | 19,793 | -14.0% | 0.59% | -24.5% |
| Q4 2020 | $1,185,000 | +3.9% | 23,013 | +4.2% | 0.78% | -8.2% |
| Q3 2020 | $1,141,000 | -2.5% | 22,085 | -2.4% | 0.85% | -11.4% |
| Q2 2020 | $1,170,000 | +95.7% | 22,638 | +96.2% | 0.96% | +97.7% |
| Q4 2019 | $598,000 | – | 11,536 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 239,139 | $12,196,000 | 13.03% |
| HBK Sorce Advisory LLC | 1,966,811 | $100,307,000 | 9.75% |
| Ascension Capital Advisors, Inc. | 160,321 | $8,176,000 | 8.58% |
| Richard Bernstein Advisors LLC | 4,726,123 | $241,032,000 | 8.55% |
| WealthOne, LLC | 197,217 | $10,058,000 | 7.71% |
| Flaharty Asset Management, LLC | 307,229 | $15,668,000 | 7.22% |
| TL Private Wealth | 153,635 | $7,941,000 | 7.22% |
| ARQ WEALTH ADVISORS, LLC | 109,030 | $5,561,000 | 6.32% |
| Arlington Financial Advisors, LLC | 172,238 | $8,784,000 | 6.25% |
| Stratos Wealth Advisors, LLC | 172,479 | $8,796,000 | 6.23% |