FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 207 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $172 | -99.9% | 3,624 | -22.4% | 0.02% | -27.3% |
| Q3 2022 | $221,000 | +9.4% | 4,673 | +11.8% | 0.02% | +10.0% |
| Q2 2022 | $202,000 | -37.5% | 4,181 | -36.6% | 0.02% | -20.0% |
| Q1 2022 | $323,000 | -11.0% | 6,598 | -9.2% | 0.02% | -7.4% |
| Q4 2021 | $363,000 | -36.6% | 7,270 | -35.8% | 0.03% | -43.8% |
| Q3 2021 | $573,000 | +52.4% | 11,329 | +53.4% | 0.05% | +50.0% |
| Q2 2021 | $376,000 | +36.7% | 7,383 | +36.8% | 0.03% | +18.5% |
| Q1 2021 | $275,000 | -4.8% | 5,396 | -3.9% | 0.03% | -10.0% |
| Q4 2020 | $289,000 | -18.6% | 5,614 | -18.3% | 0.03% | -38.8% |
| Q3 2020 | $355,000 | -86.6% | 6,875 | -86.6% | 0.05% | -87.5% |
| Q2 2020 | $2,648,000 | +42.2% | 51,244 | +40.3% | 0.39% | +5.1% |
| Q1 2020 | $1,862,000 | +27.5% | 36,512 | +29.5% | 0.37% | +82.4% |
| Q4 2019 | $1,460,000 | +2.3% | 28,192 | +2.7% | 0.20% | -8.5% |
| Q3 2019 | $1,427,000 | +3.5% | 27,452 | +2.9% | 0.22% | +2.8% |
| Q2 2019 | $1,379,000 | -94.7% | 26,677 | +1881.9% | 0.22% | +40.9% |
| Q1 2019 | $26,253,000 | +104912.0% | 1,346 | +6.8% | 0.15% | -14.0% |
| Q4 2018 | $25,000 | -98.1% | 1,260 | +4940.0% | 0.18% | -22.8% |
| Q3 2018 | $1,285,000 | +4.0% | 25 | -99.9% | 0.23% | +35.7% |
| Q2 2018 | $1,235,000 | +35.9% | 24,132 | +36.3% | 0.17% | -19.7% |
| Q1 2018 | $909,000 | – | 17,704 | – | 0.21% | – |
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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% |