Institute for Wealth Management, LLC. - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FTLS and the CUSIP is 33739P103. A total of 80 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$217,331
-0.6%
4,089
-1.3%
0.04%
+5.4%
Q2 2023$218,604
+3.9%
4,1410.0%0.04%
-7.5%
Q1 2023$210,404
+0.9%
4,141
-3.0%
0.04%
-9.1%
Q4 2022$208,577
+4.3%
4,2680.0%0.04%
-2.2%
Q3 2022$200,000
-8.7%
4,268
-5.0%
0.04%
+4.7%
Q2 2022$219,000
-3.9%
4,4940.0%0.04%
+16.2%
Q1 2022$228,000
-2.6%
4,4940.0%0.04%
-2.6%
Q4 2021$234,000
+7.8%
4,4940.0%0.04%0.0%
Q3 2021$217,000
-4.0%
4,494
-3.1%
0.04%
-5.0%
Q2 2021$226,000
+7.1%
4,6370.0%0.04%0.0%
Q1 2021$211,000
-8.3%
4,637
-12.0%
0.04%
-13.0%
Q4 2020$230,000
-0.4%
5,270
-2.8%
0.05%
-13.2%
Q3 2020$231,000
+4.1%
5,4220.0%0.05%
-1.9%
Q2 2020$222,000
+3.3%
5,422
-5.6%
0.05%
-18.2%
Q1 2020$215,000
-13.0%
5,742
-0.8%
0.07%
+17.9%
Q4 2019$247,000
-17.1%
5,787
-20.4%
0.06%
-25.3%
Q3 2019$298,000
-4.8%
7,273
-6.6%
0.08%
+8.7%
Q2 2019$313,000
-6.0%
7,789
-8.1%
0.07%
-4.2%
Q1 2019$333,000
-14.6%
8,474
-19.5%
0.07%
-55.0%
Q4 2018$390,000
-8.0%
10,521
+0.4%
0.16%
+11.9%
Q3 2018$424,0000.0%10,483
-3.9%
0.14%
+5.9%
Q2 2018$424,000
-43.3%
10,912
-43.6%
0.14%
-38.6%
Q1 2018$748,000
-6.3%
19,357
-4.2%
0.22%
+19.6%
Q4 2017$798,000
-9.6%
20,215
-15.0%
0.18%
-35.9%
Q3 2017$883,000
+0.3%
23,776
-2.7%
0.29%
+18.6%
Q2 2017$880,00024,4340.24%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2021
NameSharesValueWeighting ↓
ACAS, LLC 59,898$3,183,5873.94%
LFA - Lugano Financial Advisors SA 80,319$4,268,9553.66%
Live Oak Investment Partners 69,308$3,683,2823.17%
FOCUS Wealth Advisors, LLC 77,293$4,108,1232.85%
Cornerstone Planning Group LLC 140,141$7,448,4922.84%
Financial Enhancement Group LLC 250,437$13,470,9942.59%
Sweet Financial Partners, LLC 178,820$9,504,2742.52%
LCNB CORP 82,332$4,375,9461.94%
WealthPlan Investment Management, LLC 176,028$9,355,8861.65%
EUDAIMONIA ADVISORS LLC 37,387$1,987,1201.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders