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 | $28,470,124 | -6.9% | 602,670 | -6.1% | 0.05% | -5.9% |
| Q2 2023 | $30,584,957 | -24.8% | 641,598 | -24.4% | 0.05% | -27.1% |
| Q1 2023 | $40,651,199 | -10.5% | 849,200 | -11.4% | 0.07% | -12.5% |
| Q4 2022 | $45,435,166 | -0.1% | 958,346 | -0.2% | 0.08% | -8.0% |
| Q3 2022 | $45,478,000 | -9.7% | 960,471 | -7.9% | 0.09% | -6.5% |
| Q2 2022 | $50,383,000 | +28.9% | 1,043,117 | +30.7% | 0.09% | +50.0% |
| Q1 2022 | $39,081,000 | -11.9% | 798,386 | -10.1% | 0.06% | -8.8% |
| Q4 2021 | $44,378,000 | -12.9% | 887,745 | -11.8% | 0.07% | -19.0% |
| Q3 2021 | $50,934,000 | -2.8% | 1,007,002 | -2.2% | 0.08% | -2.3% |
| Q2 2021 | $52,389,000 | -41.1% | 1,029,258 | -41.0% | 0.09% | -44.5% |
| Q1 2021 | $89,011,000 | +158.3% | 1,743,263 | +160.3% | 0.16% | +134.8% |
| Q4 2020 | $34,464,000 | +5.9% | 669,594 | +6.3% | 0.07% | -7.0% |
| Q3 2020 | $32,558,000 | +20.4% | 629,993 | +20.4% | 0.07% | +16.4% |
| Q2 2020 | $27,052,000 | +37.4% | 523,448 | +35.6% | 0.06% | +17.3% |
| Q1 2020 | $19,693,000 | +0.1% | 386,143 | +1.7% | 0.05% | +30.0% |
| Q4 2019 | $19,677,000 | – | 379,855 | – | 0.04% | – |
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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% |