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 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% | – |
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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% |