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 2023 | $101,513 | +0.5% | 2,121 | -0.4% | 0.04% | -12.5% |
| Q4 2022 | $100,961 | -0.0% | 2,130 | +0.5% | 0.05% | -11.1% |
| Q3 2022 | $101,000 | -22.9% | 2,119 | -21.9% | 0.05% | -28.0% |
| Q2 2022 | $131,000 | -0.8% | 2,713 | +0.3% | 0.08% | +10.3% |
| Q1 2022 | $132,000 | -12.0% | 2,706 | -9.9% | 0.07% | -8.1% |
| Q4 2021 | $150,000 | -8.5% | 3,003 | -7.5% | 0.07% | -30.2% |
| Q3 2021 | $164,000 | -45.2% | 3,245 | -44.7% | 0.11% | -46.5% |
| Q2 2021 | $299,000 | -26.9% | 5,865 | -26.7% | 0.20% | -40.2% |
| Q1 2021 | $409,000 | -1.2% | 8,001 | -0.4% | 0.33% | -14.2% |
| Q4 2020 | $414,000 | – | 8,034 | – | 0.39% | – |
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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% |