FIRST TR EXCHANGE-TRADED FD's ticker is LMBS and the CUSIP is 33739Q200. A total of 229 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,245,000 | -12.1% | 24,464 | -11.8% | 0.00% | 0.0% |
| Q1 2021 | $1,416,000 | +113.3% | 27,727 | +114.9% | 0.00% | – |
| Q4 2020 | $664,000 | -69.5% | 12,901 | -69.4% | 0.00% | -100.0% |
| Q3 2020 | $2,179,000 | -20.5% | 42,167 | -20.5% | 0.00% | -50.0% |
| Q2 2020 | $2,740,000 | +6.1% | 53,021 | +4.7% | 0.00% | 0.0% |
| Q1 2020 | $2,583,000 | +1288.7% | 50,655 | +1303.6% | 0.00% | – |
| Q4 2019 | $186,000 | +100.0% | 3,609 | +100.9% | 0.00% | – |
| Q3 2019 | $93,000 | -72.9% | 1,796 | -73.2% | 0.00% | – |
| Q1 2019 | $343,000 | -62.8% | 6,705 | -62.9% | 0.00% | -100.0% |
| Q4 2018 | $923,000 | – | 18,087 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 239,139 | $12,196,000 | 13.03% |
| HBK Sorce Advisory LLC | 1,966,811 | $100,307,000 | 9.75% |
| Ascension Capital Advisors, Inc. | 160,321 | $8,176,000 | 8.58% |
| Richard Bernstein Advisors LLC | 4,726,123 | $241,032,000 | 8.55% |
| WealthOne, LLC | 197,217 | $10,058,000 | 7.71% |
| Flaharty Asset Management, LLC | 307,229 | $15,668,000 | 7.22% |
| TL Private Wealth | 153,635 | $7,941,000 | 7.22% |
| ARQ WEALTH ADVISORS, LLC | 109,030 | $5,561,000 | 6.32% |
| Arlington Financial Advisors, LLC | 172,238 | $8,784,000 | 6.25% |
| Stratos Wealth Advisors, LLC | 172,479 | $8,796,000 | 6.23% |