NewSquare Capital LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 292 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2024$715,708
-15.7%
14,017
-15.2%
0.06%
-17.3%
Q1 2024$849,340
-2.9%
16,537
-2.4%
0.08%
-10.7%
Q4 2023$875,042
+3.8%
16,937
-1.8%
0.08%
-5.6%
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$255,0004,8200.07%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2023
NameSharesValueWeighting ↓
Wiser Advisor Group LLC 58,222$2,972,7664.67%
Frisch Financial Group, Inc. 184,723$9,4322.86%
Landmark Wealth Management, LLC 64,839$3,3112.58%
Main Line Retirement Advisors, LLC 63,679$3,250,7922.49%
Etesian Wealth Advisors, Inc. 83,255$4,251,0012.39%
FSB PREMIER WEALTH MANAGEMENT, INC. 93,463$4,772,2212.16%
ERn Financial, LLC 501,866$25,625,2482.13%
OPINICUS CAPITAL, INC. 47,109$2,405,3652.03%
Kowal Investment Group, LLC 193,226$9,866,1301.97%
Vantage Financial Partners Ltd., Inc. 153,872$7,856,7041.95%
View complete list of FIRST TR EXCH TRADED FD III shareholders