Plante Moran Financial Advisors, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 33 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$214,192
-3.6%
4,3820.0%0.03%0.0%
Q2 2023$222,080
-0.5%
4,3820.0%0.03%
-13.3%
Q1 2023$223,200
+1.6%
4,3820.0%0.03%
-6.2%
Q4 2022$219,582
+3.1%
4,3820.0%0.03%
-11.1%
Q3 2022$213,000
-4.1%
4,3820.0%0.04%
-2.7%
Q2 2022$222,000
-4.7%
4,3820.0%0.04%
-15.9%
Q1 2022$233,000
-6.8%
4,3820.0%0.04%
+7.3%
Q4 2021$250,000
+0.4%
4,3820.0%0.04%
-25.5%
Q3 2021$249,000
-0.8%
4,3820.0%0.06%
-9.8%
Q2 2021$251,000
+1.6%
4,3820.0%0.06%
-10.3%
Q1 2021$247,000
-0.8%
4,3820.0%0.07%
-11.7%
Q4 2020$249,000
+2.0%
4,3820.0%0.08%
-10.5%
Q3 2020$244,000
+1.2%
4,3820.0%0.09%
-10.4%
Q2 2020$241,000
+1.7%
4,3820.0%0.10%
-11.1%
Q1 2020$237,000
-30.3%
4,382
-28.4%
0.11%
-8.5%
Q4 2019$340,0000.0%6,1200.0%0.12%
+19.2%
Q3 2019$340,000
-1.7%
6,120
-3.2%
0.10%
-6.6%
Q2 2019$346,000
+4.8%
6,320
+3.3%
0.11%
+3.9%
Q1 2019$330,000
+2.5%
6,1200.0%0.10%
-8.9%
Q4 2018$322,000
+159.7%
6,120
+158.2%
0.11%
+180.0%
Q3 2018$124,000
-0.8%
2,3700.0%0.04%
-36.5%
Q2 2018$125,000
+42.0%
2,370
+41.9%
0.06%
+31.2%
Q1 2018$88,000
-1.1%
1,6700.0%0.05%
-2.0%
Q4 2017$89,0000.0%1,6700.0%0.05%
-7.5%
Q3 2017$89,000
+1.1%
1,6700.0%0.05%
-3.6%
Q2 2017$88,000
+2.3%
1,6700.0%0.06%
+5.8%
Q1 2017$86,0001,6700.05%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2017
NameSharesValueWeighting ↓
PFS Partners, LLC 341,039$18,095,53115.65%
Vishria Bird Financial Group, LLC 214,137$11,362,0006.28%
CWA Asset Management Group, LLC 1,384,306$73,451,0005.60%
OGOREK ANTHONY JOSEPH /NY/ /ADV 199,176$10,568,0004.33%
MONEYWISE, INC. 108,349$5,749,0003.79%
FSB PREMIER WEALTH MANAGEMENT, INC. 128,284$6,597,0003.31%
Tower Wealth Partners, Inc. 57,142$3,032,0003.29%
Frisch Financial Group, Inc. 186,850$9,914,0003.18%
BCGM Wealth Management, LLC 108,525$5,572,0003.03%
Financial Planners of Cleveland, Inc. 135,532$7,191,0003.02%
View complete list of FIRST TR EXCH TRADED FD III shareholders