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 | $1,797,000 | -67.7% | 36,746 | -67.1% | 0.02% | -65.5% |
| Q4 2021 | $5,567,000 | -14.2% | 111,563 | -12.9% | 0.06% | -20.3% |
| Q3 2021 | $6,487,000 | +7.7% | 128,134 | +8.3% | 0.07% | +15.0% |
| Q2 2021 | $6,025,000 | +23.6% | 118,314 | +24.8% | 0.06% | +7.1% |
| Q4 2020 | $4,876,000 | +10.4% | 94,819 | +10.9% | 0.06% | -5.1% |
| Q3 2020 | $4,418,000 | +31457.1% | 85,506 | +31686.6% | 0.06% | – |
| Q2 2020 | $14,000 | -99.8% | 269 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $6,347,000 | +1216.8% | 124,504 | +1238.0% | 0.09% | +1171.4% |
| Q4 2019 | $482,000 | +12.1% | 9,305 | +12.8% | 0.01% | -22.2% |
| Q2 2017 | $430,000 | – | 8,251 | – | 0.01% | – |
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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% |