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 | $5,179,960 | +7.6% | 109,652 | +8.5% | 0.11% | +11.5% |
| Q2 2023 | $4,816,005 | +193.2% | 101,028 | +194.4% | 0.10% | +174.3% |
| Q1 2023 | $1,642,659 | +18.5% | 34,315 | +17.3% | 0.04% | +9.4% |
| Q4 2022 | $1,386,600 | -0.3% | 29,247 | -0.5% | 0.03% | -3.0% |
| Q3 2022 | $1,391,000 | -61.2% | 29,385 | -60.4% | 0.03% | -57.1% |
| Q2 2022 | $3,582,000 | -7.3% | 74,167 | -6.0% | 0.08% | +10.0% |
| Q1 2022 | $3,862,000 | +53.7% | 78,904 | +57.0% | 0.07% | +59.1% |
| Q4 2021 | $2,512,000 | +9.4% | 50,256 | +10.7% | 0.04% | +2.3% |
| Q3 2021 | $2,297,000 | -4.1% | 45,406 | -3.5% | 0.04% | 0.0% |
| Q2 2021 | $2,396,000 | +0.1% | 47,071 | +0.4% | 0.04% | -10.4% |
| Q1 2021 | $2,394,000 | +27.3% | 46,887 | +28.4% | 0.05% | +20.0% |
| Q4 2020 | $1,880,000 | +8.2% | 36,528 | +8.6% | 0.04% | -7.0% |
| Q3 2020 | $1,738,000 | +25.0% | 33,636 | +25.0% | 0.04% | +19.4% |
| Q2 2020 | $1,390,000 | +16.9% | 26,902 | +15.4% | 0.04% | 0.0% |
| Q1 2020 | $1,189,000 | +118.2% | 23,306 | +121.6% | 0.04% | +176.9% |
| Q4 2019 | $545,000 | +118.0% | 10,519 | +118.4% | 0.01% | +85.7% |
| Q3 2017 | $250,000 | +19.0% | 4,816 | +19.5% | 0.01% | +16.7% |
| Q2 2017 | $210,000 | – | 4,030 | – | 0.01% | – |
Download | ||||||
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% |