FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 4 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,793,325 | +11.4% | 57,146 | +15.5% | 0.03% | +15.4% |
| Q2 2023 | $2,507,581 | +4.4% | 49,478 | +4.9% | 0.03% | -3.7% |
| Q1 2023 | $2,401,801 | +6.1% | 47,154 | +4.4% | 0.03% | 0.0% |
| Q4 2022 | $2,263,405 | +0.9% | 45,168 | -1.9% | 0.03% | -6.9% |
| Q3 2022 | $2,243,000 | +17.5% | 46,032 | +22.0% | 0.03% | +20.8% |
| Q2 2022 | $1,909,000 | -34.7% | 37,727 | -31.5% | 0.02% | -25.0% |
| Q1 2022 | $2,923,000 | -8.0% | 55,085 | -1.2% | 0.03% | -5.9% |
| Q4 2021 | $3,177,000 | +11.9% | 55,757 | +11.6% | 0.03% | +3.0% |
| Q3 2021 | $2,838,000 | +4.1% | 49,979 | +5.0% | 0.03% | +3.1% |
| Q2 2021 | $2,727,000 | – | 47,611 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 224,098 | $11,414,571 | 11.15% |
| Frisch Financial Group, Inc. | 227,057 | $11,565 | 4.49% |
| Etesian Wealth Advisors, Inc. | 87,400 | $4,451,781 | 2.96% |
| Financial Planning & Information Services, Inc. | 289,879 | $14,765,190 | 2.86% |
| EdgeRock Capital LLC | 107,445 | $5,473 | 2.81% |
| BCGM Wealth Management, LLC | 109,262 | $5,565,352 | 2.81% |
| Atlas Private Wealth Management, LLC | 85,895 | $4,375,122 | 2.63% |
| ERn Financial, LLC | 223,777 | $11,398,261 | 2.51% |
| Sebold Capital Management, Inc. | 60,427 | $3,077,892 | 2.43% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 84,632 | $4,310,790 | 2.40% |