FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 307 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $108,000 | -14.3% | 2,207 | -12.3% | 0.05% | -13.8% |
Q4 2021 | $126,000 | -52.3% | 2,516 | -51.7% | 0.06% | -57.4% |
Q3 2021 | $264,000 | +2.3% | 5,210 | +2.9% | 0.14% | +4.6% |
Q2 2021 | $258,000 | +7.1% | 5,065 | +7.5% | 0.13% | -0.8% |
Q1 2021 | $241,000 | -28.9% | 4,713 | -28.4% | 0.13% | -29.2% |
Q4 2020 | $339,000 | +1.2% | 6,581 | +1.6% | 0.18% | -9.3% |
Q3 2020 | $335,000 | -14.5% | 6,476 | -14.6% | 0.20% | -17.1% |
Q2 2020 | $392,000 | -9.9% | 7,584 | -11.0% | 0.25% | -23.6% |
Q1 2020 | $435,000 | +9.0% | 8,523 | +10.6% | 0.32% | -11.3% |
Q4 2019 | $399,000 | – | 7,708 | – | 0.36% | – |
Download |
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% |