Atria Investments, Inc - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 266 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
Atria Investments, Inc ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$3,379,813
-1.1%
69,145
+2.5%
0.06%
-3.2%
Q2 2023$3,419,030
+20.8%
67,463
+21.4%
0.06%
+14.8%
Q1 2023$2,830,633
+38.7%
55,573
+36.5%
0.05%
+28.6%
Q4 2022$2,040,743
-2.7%
40,725
-5.4%
0.04%
-8.7%
Q3 2022$2,097,000
+1.1%
43,044
+5.0%
0.05%
+7.0%
Q2 2022$2,074,000
-1.0%
40,982
+3.8%
0.04%
+16.2%
Q1 2022$2,095,000
-3.4%
39,480
+3.7%
0.04%
-5.1%
Q4 2021$2,169,000
+10.2%
38,062
+9.8%
0.04%
+8.3%
Q3 2021$1,969,000
-0.1%
34,672
+0.8%
0.04%
-5.3%
Q2 2021$1,970,000
-1.5%
34,396
-3.0%
0.04%
-13.6%
Q1 2021$2,001,000
-6.0%
35,454
-5.5%
0.04%
-13.7%
Q4 2020$2,129,000
+4.9%
37,534
+2.9%
0.05%
-17.7%
Q3 2020$2,029,000
+11.7%
36,490
+10.6%
0.06%0.0%
Q2 2020$1,816,000
+3.7%
33,005
+1.9%
0.06%
-53.7%
Q1 2020$1,751,000
-0.8%
32,385
+1.9%
0.13%
+179.2%
Q4 2019$1,765,000–31,778–0.05%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
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