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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,313,000 | -6.5% | 27,732 | -4.6% | 0.82% | +13.1% |
| Q2 2022 | $1,404,000 | -32.6% | 29,075 | -31.7% | 0.73% | -36.5% |
| Q1 2022 | $2,084,000 | -2.1% | 42,572 | -0.0% | 1.14% | +18.2% |
| Q4 2021 | $2,129,000 | -8.7% | 42,588 | -7.6% | 0.97% | -12.7% |
| Q3 2021 | $2,331,000 | +4.1% | 46,091 | +4.8% | 1.11% | -11.4% |
| Q2 2021 | $2,239,000 | -3.2% | 43,991 | -2.8% | 1.25% | -5.9% |
| Q1 2021 | $2,312,000 | -2.2% | 45,273 | -1.5% | 1.33% | -19.2% |
| Q4 2020 | $2,365,000 | +4.6% | 45,949 | +5.0% | 1.64% | -16.7% |
| Q3 2020 | $2,261,000 | +9.8% | 43,751 | +9.8% | 1.97% | +4.4% |
| Q2 2020 | $2,059,000 | +3.6% | 39,842 | +2.3% | 1.89% | -38.4% |
| Q1 2020 | $1,987,000 | +15.4% | 38,951 | +17.2% | 3.07% | +137.5% |
| Q4 2019 | $1,722,000 | – | 33,241 | – | 1.29% | – |
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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% |