Regal Investment Advisors 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 233 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$498,807
-4.5%
10,205
-1.0%
0.04%
-4.5%
Q2 2023$522,228
-2.1%
10,304
-1.6%
0.04%
-6.4%
Q1 2023$533,525
-1.6%
10,474
-3.2%
0.05%
-11.3%
Q4 2022$542,256
-30.6%
10,821
-32.5%
0.05%
-35.4%
Q3 2022$781,000
-2.0%
16,025
+1.8%
0.08%
-1.2%
Q2 2022$797,000
-1.7%
15,742
+2.9%
0.08%
+12.2%
Q1 2022$811,000
-23.3%
15,292
-17.6%
0.07%
-21.3%
Q4 2021$1,057,000
+2.4%
18,557
+2.1%
0.09%
-6.0%
Q3 2021$1,032,000
+20.3%
18,176
+21.3%
0.10%
+16.3%
Q2 2021$858,000
+0.6%
14,980
-0.4%
0.09%
-10.4%
Q4 2020$853,000
+19.0%
15,040
+15.5%
0.10%
-26.7%
Q2 2020$717,000
+88.2%
13,026
+89.7%
0.13%
+89.9%
Q4 2019$381,000
+22.5%
6,867
+22.6%
0.07%
+13.1%
Q3 2019$311,000
+1.3%
5,602
+0.1%
0.06%
+1.7%
Q2 2019$307,000
+5.1%
5,598
+3.3%
0.06%
+1.7%
Q1 2019$292,000
+2.1%
5,418
-0.2%
0.06%
-6.3%
Q4 2018$286,000
+29.4%
5,428
+28.5%
0.06%
+34.0%
Q3 2018$221,000
-14.7%
4,223
-14.1%
0.05%
-40.5%
Q2 2018$259,000
-16.7%
4,918
-16.8%
0.08%
+14.5%
Q1 2018$311,000
-1.6%
5,914
+0.1%
0.07%
-1.4%
Q4 2017$316,000
-2.5%
5,909
-2.9%
0.07%
-7.9%
Q3 2017$324,000
-8.0%
6,083
-8.9%
0.08%
-12.6%
Q2 2017$352,000
-13.1%
6,677
-14.6%
0.09%
-17.9%
Q1 2017$405,000
+6.3%
7,821
+5.1%
0.11%
+1.0%
Q4 2016$381,000
+53.6%
7,441
+61.7%
0.10%
+50.0%
Q3 2016$248,0004,6010.07%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2020
NameSharesValueWeighting ↓
Vishria Bird Financial Group, LLC 219,106$12,550,0006.18%
CWA Asset Management Group, LLC 1,248,489$68,758,0005.58%
OGOREK ANTHONY JOSEPH /NY/ /ADV 191,091$10,945,0004.90%
ERn Financial, LLC 230,232$13,188,0004.67%
Frisch Financial Group, Inc. 244,592$14,010,0004.41%
Tower Wealth Partners, Inc. 68,598$3,929,0004.32%
Blackhawk Capital Partners LLC. 110,513$6,236,0004.22%
FSB PREMIER WEALTH MANAGEMENT, INC. 127,224$7,287,0003.73%
Eldridge Investment Advisors, Inc. 159,074$9,112,0003.30%
TL Private Wealth 96,674$5,537,0003.23%
View complete list of FIRST TR EXCH TRADED FD III shareholders