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 | $204,453 | -3.8% | 4,289 | -3.4% | 0.07% | -8.3% |
| Q1 2023 | $212,580 | -4.1% | 4,441 | -5.0% | 0.07% | -8.9% |
| Q4 2022 | $221,630 | +0.3% | 4,675 | +0.2% | 0.08% | -6.0% |
| Q3 2022 | $221,000 | -19.0% | 4,665 | -17.4% | 0.08% | -7.7% |
| Q2 2022 | $273,000 | -1.1% | 5,648 | +0.1% | 0.09% | +23.0% |
| Q1 2022 | $276,000 | -17.4% | 5,642 | -15.5% | 0.07% | +12.1% |
| Q4 2021 | $334,000 | -1.2% | 6,680 | +0.1% | 0.07% | +4.8% |
| Q3 2021 | $338,000 | -2.6% | 6,673 | -2.0% | 0.06% | +12.5% |
| Q2 2021 | $347,000 | -2.0% | 6,810 | -1.7% | 0.06% | +5.7% |
| Q1 2021 | $354,000 | -0.6% | 6,928 | +0.1% | 0.05% | -51.4% |
| Q4 2020 | $356,000 | -0.3% | 6,920 | +0.1% | 0.11% | -22.7% |
| Q3 2020 | $357,000 | 0.0% | 6,912 | +0.1% | 0.14% | -24.6% |
| Q2 2020 | $357,000 | +5.6% | 6,904 | +4.3% | 0.19% | +2.7% |
| Q1 2020 | $338,000 | -1.5% | 6,621 | +0.1% | 0.18% | +15.9% |
| Q4 2019 | $343,000 | – | 6,613 | – | 0.16% | – |
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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% |