FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 307 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,998,091 | -4.3% | 402,161 | -3.4% | 0.36% | +2.0% |
| Q2 2023 | $19,845,355 | -48.4% | 416,307 | -48.2% | 0.36% | -51.6% |
| Q1 2023 | $38,455,120 | +177.0% | 803,324 | +174.4% | 0.74% | +159.9% |
| Q4 2022 | $13,881,411 | -21.3% | 292,795 | -21.4% | 0.28% | -24.5% |
| Q3 2022 | $17,631,000 | -19.8% | 372,361 | -18.2% | 0.38% | -15.1% |
| Q2 2022 | $21,974,000 | +0.9% | 454,954 | +2.3% | 0.44% | +24.8% |
| Q1 2022 | $21,776,000 | +37.0% | 444,861 | +40.0% | 0.36% | +47.9% |
| Q4 2021 | $15,890,000 | +310.5% | 317,862 | +315.3% | 0.24% | +300.0% |
| Q3 2021 | $3,871,000 | -44.6% | 76,539 | -44.3% | 0.06% | -42.9% |
| Q2 2021 | $6,990,000 | +45.2% | 137,337 | +45.7% | 0.10% | +32.9% |
| Q1 2021 | $4,814,000 | +0.4% | 94,281 | +1.2% | 0.08% | -8.1% |
| Q4 2020 | $4,794,000 | -18.5% | 93,145 | -18.1% | 0.09% | -25.9% |
| Q3 2020 | $5,879,000 | +172.4% | 113,760 | +172.4% | 0.12% | +152.2% |
| Q2 2020 | $2,158,000 | +3.0% | 41,755 | +1.6% | 0.05% | -17.9% |
| Q1 2020 | $2,096,000 | +231.1% | 41,090 | +236.5% | 0.06% | +330.8% |
| Q4 2019 | $633,000 | +22.7% | 12,212 | +23.0% | 0.01% | +18.2% |
| Q3 2019 | $516,000 | +0.6% | 9,925 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $513,000 | +0.8% | 9,925 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $509,000 | -8.1% | 9,925 | -8.5% | 0.01% | -25.0% |
| Q4 2018 | $554,000 | -1.1% | 10,850 | -1.3% | 0.02% | +14.3% |
| Q3 2018 | $560,000 | -15.0% | 10,990 | -14.7% | 0.01% | -30.0% |
| Q2 2018 | $659,000 | -17.2% | 12,881 | -16.9% | 0.02% | -33.3% |
| Q1 2018 | $796,000 | -14.8% | 15,492 | -14.4% | 0.03% | -14.3% |
| Q4 2017 | $934,000 | -13.0% | 18,092 | -12.4% | 0.04% | -10.3% |
| Q3 2017 | $1,073,000 | +6.0% | 20,643 | +6.3% | 0.04% | +11.4% |
| Q2 2017 | $1,012,000 | +99.6% | 19,419 | +99.5% | 0.04% | +94.4% |
| Q1 2017 | $507,000 | +36.3% | 9,735 | +36.4% | 0.02% | +20.0% |
| Q4 2016 | $372,000 | – | 7,135 | – | 0.02% | – |
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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% |