LVZ, Inc. - 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 266 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LVZ, Inc. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$821,819
-3.6%
16,8130.0%0.13%
+11.8%
Q2 2023$852,083
+32.2%
16,813
+32.8%
0.12%
+26.6%
Q1 2023$644,642
+128.4%
12,656
+124.7%
0.09%
+113.6%
Q4 2022$282,220
+3.0%
5,6320.0%0.04%
-8.3%
Q3 2022$274,000
-11.3%
5,632
-7.6%
0.05%
-7.7%
Q2 2022$309,000
-45.3%
6,098
-42.7%
0.05%
-34.2%
Q1 2022$565,000
-79.8%
10,648
-78.3%
0.08%
-78.9%
Q4 2021$2,800,000
+3.8%
49,133
+3.4%
0.37%
-3.1%
Q3 2021$2,698,000
+0.5%
47,514
+1.4%
0.39%
-2.3%
Q2 2021$2,684,000
+3.5%
46,862
+1.9%
0.40%
-1.5%
Q1 2021$2,594,000
+2.2%
45,967
+2.8%
0.40%
-5.4%
Q4 2020$2,537,000
+2.4%
44,714
+0.5%
0.42%
-16.9%
Q3 2020$2,477,000
+1.7%
44,504
+0.5%
0.51%
-6.6%
Q2 2020$2,436,000
+2.2%
44,291
+0.5%
0.55%
-6.2%
Q1 2020$2,383,000
-2.2%
44,066
+0.5%
0.58%
+21.8%
Q4 2019$2,436,000
-4.3%
43,850
-4.3%
0.48%
-13.2%
Q3 2019$2,545,000
+6.2%
45,806
+4.7%
0.55%
+1.5%
Q2 2019$2,397,000
+75.7%
43,757
+72.8%
0.54%
+70.2%
Q1 2019$1,364,000
+2.2%
25,327
-0.2%
0.32%
-16.1%
Q4 2018$1,335,000
+1.1%
25,371
-0.0%
0.38%
+15.2%
Q3 2018$1,320,000
+361.5%
25,381
+366.4%
0.33%
+323.1%
Q1 2018$286,000
+34.9%
5,442
+37.5%
0.08%
+23.8%
Q4 2017$212,000
+0.5%
3,9570.0%0.06%
-7.4%
Q3 2017$211,000
-40.6%
3,957
-41.2%
0.07%
-44.7%
Q2 2017$355,000
+2.0%
6,7240.0%0.12%
-3.9%
Q1 2017$348,000
-29.7%
6,724
-30.5%
0.13%
-35.0%
Q4 2016$495,000
-5.2%
9,6770.0%0.20%
-7.9%
Q3 2016$522,000
-1.5%
9,677
-1.5%
0.21%
-9.3%
Q2 2016$530,000
+1.9%
9,8230.0%0.24%
-3.3%
Q1 2016$520,000
+52.5%
9,823
+49.9%
0.24%
+26.4%
Q4 2015$341,000
+19.6%
6,552
+17.5%
0.19%
+22.2%
Q2 2015$285,000
-2.1%
5,5760.0%0.16%
-6.5%
Q1 2015$291,0005,5760.17%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
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