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 | $211,861 | -1.9% | 4,334 | +6.3% | 0.01% | -33.3% |
| Q1 2022 | $216,000 | -11.8% | 4,077 | -5.3% | 0.02% | -16.7% |
| Q4 2021 | $245,000 | +14.0% | 4,304 | +13.8% | 0.02% | +12.5% |
| Q3 2021 | $215,000 | -1.8% | 3,782 | -1.2% | 0.02% | -5.9% |
| Q2 2021 | $219,000 | +1.9% | 3,829 | +0.9% | 0.02% | -15.0% |
| Q4 2020 | $215,000 | -0.5% | 3,793 | -2.3% | 0.02% | -20.0% |
| Q3 2020 | $216,000 | +5.4% | 3,883 | +4.2% | 0.02% | -10.7% |
| Q2 2020 | $205,000 | – | 3,728 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coyle Financial Counsel LLC | 5,800 | $306,000 | 0.41% |
| Occidental Asset Management, LLC | 10,500 | $554,000 | 0.33% |
| IFC Holdings Incorporated/FL | 72,917 | $3,844,000 | 0.29% |
| Capital Investment Advisory Services, LLC | 7,635 | $403,000 | 0.26% |
| Clearwater Capital Advisors, LLC | 19,647 | $1,035,000 | 0.26% |
| First Heartland Consultants, Inc. | 13,998 | $739,000 | 0.19% |
| BerganKDV Wealth Management, LLC | 8,701 | $459,000 | 0.13% |
| LVZ, Inc. | 6,724 | $355,000 | 0.12% |
| Camelot Portfolios, LLC | 4,339 | $229,000 | 0.11% |
| USCA RIA LLC | 14,706 | $776,000 | 0.10% |