NewSquare Capital LLC - 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 194 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$842,789
-6.6%
17,242
-3.1%
0.09%
-5.3%
Q2 2023$902,205
-2.4%
17,802
-2.0%
0.09%
-13.8%
Q1 2023$924,840
-3.1%
18,157
-4.7%
0.11%
-8.4%
Q4 2022$954,445
+3.9%
19,047
+1.0%
0.12%
+3.5%
Q3 2022$919,000
-35.6%
18,867
-33.1%
0.12%
-37.2%
Q2 2022$1,427,000
+29.0%
28,197
+35.3%
0.18%
+56.4%
Q1 2022$1,106,000
-6.7%
20,847
+0.2%
0.12%
-7.1%
Q4 2021$1,186,000
+6.5%
20,812
+6.1%
0.13%
-3.1%
Q3 2021$1,114,000
-5.0%
19,622
-4.1%
0.13%
-6.5%
Q2 2021$1,173,000
-1.4%
20,470
-2.9%
0.14%
-10.9%
Q1 2021$1,190,000
-5.4%
21,090
-4.9%
0.16%
-11.4%
Q4 2020$1,258,000
+12.1%
22,175
+9.9%
0.18%
-2.2%
Q3 2020$1,122,000
+6.1%
20,171
+5.0%
0.18%0.0%
Q2 2020$1,057,000
-11.5%
19,218
-13.1%
0.18%
-18.6%
Q1 2020$1,195,000
+158.7%
22,110
+165.9%
0.22%
+190.8%
Q4 2019$462,000
+81.2%
8,315
+72.5%
0.08%
+4.1%
Q1 2016$255,000–4,820–0.07%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2020
NameSharesValueWeighting ↓
Coyle Financial Counsel LLC 5,800$306,0000.41%
Occidental Asset Management, LLC 10,500$554,0000.33%
IFC Holdings Incorporated/FL 72,917$3,844,0000.29%
Capital Investment Advisory Services, LLC 7,635$403,0000.26%
Clearwater Capital Advisors, LLC 19,647$1,035,0000.26%
First Heartland Consultants, Inc. 13,998$739,0000.19%
BerganKDV Wealth Management, LLC 8,701$459,0000.13%
LVZ, Inc. 6,724$355,0000.12%
Camelot Portfolios, LLC 4,339$229,0000.11%
USCA RIA LLC 14,706$776,0000.10%
View complete list of FIRST TR EXCH TRADED FD III shareholders