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 290 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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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 Q4 2021
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