FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 4 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PFS Partners, LLC | 224,098 | $11,414,571 | 11.15% |
Frisch Financial Group, Inc. | 227,057 | $11,565 | 4.49% |
Etesian Wealth Advisors, Inc. | 87,400 | $4,451,781 | 2.96% |
Financial Planning & Information Services, Inc. | 289,879 | $14,765,190 | 2.86% |
EdgeRock Capital LLC | 107,445 | $5,473 | 2.81% |
BCGM Wealth Management, LLC | 109,262 | $5,565,352 | 2.81% |
Atlas Private Wealth Management, LLC | 85,895 | $4,375,122 | 2.63% |
ERn Financial, LLC | 223,777 | $11,398,261 | 2.51% |
Sebold Capital Management, Inc. | 60,427 | $3,077,892 | 2.43% |
FSB PREMIER WEALTH MANAGEMENT, INC. | 84,632 | $4,310,790 | 2.40% |