FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 350 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $537,670 | -49.8% | 11,382 | -49.3% | 0.01% | -47.6% |
| Q2 2023 | $1,070,536 | -59.1% | 22,457 | -59.0% | 0.02% | -61.8% |
| Q1 2023 | $2,619,712 | -18.8% | 54,726 | -19.6% | 0.06% | -24.7% |
| Q4 2022 | $3,227,745 | -11.6% | 68,081 | -11.8% | 0.07% | -18.9% |
| Q3 2022 | $3,653,000 | -1.5% | 77,164 | +0.5% | 0.09% | +3.4% |
| Q2 2022 | $3,707,000 | -2.9% | 76,753 | -1.6% | 0.09% | +10.1% |
| Q1 2022 | $3,818,000 | -26.6% | 78,012 | -25.1% | 0.08% | -24.8% |
| Q4 2021 | $5,204,000 | -17.8% | 104,103 | -16.8% | 0.10% | -24.5% |
| Q3 2021 | $6,332,000 | -4.4% | 125,193 | -3.8% | 0.14% | -2.1% |
| Q2 2021 | $6,622,000 | -7.0% | 130,111 | -6.7% | 0.14% | -19.3% |
| Q1 2021 | $7,118,000 | -2.2% | 139,412 | -1.4% | 0.18% | -8.3% |
| Q4 2020 | $7,276,000 | -0.4% | 141,375 | +0.0% | 0.19% | -11.5% |
| Q3 2020 | $7,305,000 | +3.7% | 141,351 | +3.7% | 0.22% | -3.6% |
| Q2 2020 | $7,046,000 | +3.9% | 136,333 | +2.6% | 0.22% | -11.4% |
| Q1 2020 | $6,780,000 | +35.8% | 132,942 | +37.9% | 0.25% | +57.8% |
| Q4 2019 | $4,993,000 | +179.4% | 96,387 | +180.5% | 0.16% | +143.9% |
| Q3 2019 | $1,787,000 | +680.3% | 34,368 | +674.9% | 0.07% | +633.3% |
| Q2 2019 | $229,000 | – | 4,435 | – | 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% |