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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,312,799 | -25.2% | 91,296 | -24.6% | 3.08% | -22.4% |
| Q2 2023 | $5,768,611 | +79.2% | 121,011 | +80.0% | 3.97% | +71.0% |
| Q1 2023 | $3,218,281 | +37.2% | 67,230 | +35.9% | 2.32% | +25.8% |
| Q4 2022 | $2,346,006 | +48.8% | 49,483 | +48.5% | 1.84% | +37.4% |
| Q3 2022 | $1,577,000 | +8.2% | 33,324 | +10.4% | 1.34% | +5.3% |
| Q2 2022 | $1,458,000 | -6.1% | 30,180 | -4.8% | 1.28% | +8.2% |
| Q1 2022 | $1,552,000 | -41.8% | 31,711 | -40.6% | 1.18% | -42.9% |
| Q4 2021 | $2,667,000 | -31.3% | 53,342 | -30.5% | 2.06% | -37.5% |
| Q3 2021 | $3,884,000 | -21.4% | 76,782 | -20.9% | 3.30% | -22.1% |
| Q2 2021 | $4,940,000 | +266.2% | 97,051 | +267.5% | 4.24% | +233.6% |
| Q1 2021 | $1,349,000 | -66.4% | 26,412 | -66.2% | 1.27% | -67.9% |
| Q4 2020 | $4,020,000 | – | 78,100 | – | 3.95% | – |
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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% |