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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,876,000 | +2.1% | 38,835 | +3.4% | 1.33% | +39.7% |
| Q1 2022 | $1,838,000 | -8.7% | 37,548 | -6.8% | 0.95% | -4.0% |
| Q4 2021 | $2,013,000 | -1.3% | 40,275 | -0.1% | 0.99% | -10.4% |
| Q3 2021 | $2,040,000 | -0.4% | 40,331 | +0.1% | 1.11% | +5.1% |
| Q2 2021 | $2,048,000 | -16.4% | 40,303 | -16.0% | 1.06% | -25.1% |
| Q1 2021 | $2,450,000 | -4.0% | 47,976 | -3.2% | 1.41% | -5.8% |
| Q4 2020 | $2,551,000 | – | 49,559 | – | 1.50% | – |
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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% |