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 | $524,506 | -61.6% | 11,103 | -61.2% | 0.00% | -60.0% |
| Q2 2023 | $1,365,698 | -64.4% | 28,649 | -64.2% | 0.01% | -66.7% |
| Q1 2023 | $3,835,775 | -61.9% | 80,129 | -62.2% | 0.02% | -65.9% |
| Q4 2022 | $10,060,497 | -60.7% | 212,202 | -60.7% | 0.04% | -62.4% |
| Q3 2022 | $25,583,000 | -18.9% | 540,292 | -17.2% | 0.12% | -16.4% |
| Q2 2022 | $31,526,000 | -27.0% | 652,717 | -26.0% | 0.14% | -7.3% |
| Q1 2022 | $43,176,000 | -24.9% | 882,037 | -23.3% | 0.15% | -16.1% |
| Q4 2021 | $57,514,000 | -9.7% | 1,150,514 | -8.7% | 0.18% | -17.1% |
| Q3 2021 | $63,718,000 | -0.5% | 1,259,744 | +0.1% | 0.22% | -2.3% |
| Q2 2021 | $64,035,000 | +51.0% | 1,258,046 | +51.4% | 0.22% | +38.8% |
| Q1 2021 | $42,420,000 | -11.4% | 830,796 | -10.7% | 0.16% | -9.1% |
| Q4 2020 | $47,879,000 | +205.0% | 930,228 | +206.3% | 0.18% | +162.7% |
| Q3 2020 | $15,697,000 | +11032.6% | 303,733 | +11013.5% | 0.07% | +6600.0% |
| Q2 2020 | $141,000 | +182.0% | 2,733 | +178.3% | 0.00% | – |
| Q1 2020 | $50,000 | +284.6% | 982 | +292.8% | 0.00% | – |
| Q4 2019 | $13,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | +85.7% | 250 | +73.6% | 0.00% | – |
| Q3 2018 | $7,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q2 2018 | $7,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q1 2018 | $7,000 | – | 144 | – | 0.00% | – |
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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% |