Pensionmark Financial Group, 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 228 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q1 2023$225,390
+1.6%
4,4250.0%0.05%
-7.8%
Q4 2022$221,737
+2.7%
4,4250.0%0.05%0.0%
Q3 2022$216,000
-6.1%
4,4250.0%0.05%
+6.2%
Q2 2022$230,000
-2.1%
4,4250.0%0.05%
-2.0%
Q1 2022$235,000
-3.7%
4,4250.0%0.05%
-3.9%
Q4 2021$244,000
-2.8%
4,4250.0%0.05%
-10.5%
Q3 2021$251,000
-0.8%
4,4250.0%0.06%
-1.7%
Q2 2021$253,000
+0.4%
4,4250.0%0.06%
-4.9%
Q1 2021$252,000
-0.8%
4,4250.0%0.06%
-4.7%
Q4 2020$254,000
+3.3%
4,4250.0%0.06%
-23.8%
Q3 2020$246,000
-1.2%
4,4250.0%0.08%
-3.4%
Q2 2020$249,000
+4.2%
4,4250.0%0.09%
-21.6%
Q1 2020$239,000
-2.8%
4,4250.0%0.11%
+15.6%
Q4 2019$246,0004,4250.10%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2021
NameSharesValueWeighting ↓
PFS Partners, LLC 224,098$11,414,57111.15%
Frisch Financial Group, Inc. 227,057$11,5654.49%
Etesian Wealth Advisors, Inc. 87,400$4,451,7812.96%
Financial Planning & Information Services, Inc. 289,879$14,765,1902.86%
EdgeRock Capital LLC 107,445$5,4732.81%
BCGM Wealth Management, LLC 109,262$5,565,3522.81%
Atlas Private Wealth Management, LLC 85,895$4,375,1222.63%
ERn Financial, LLC 223,777$11,398,2612.51%
Sebold Capital Management, Inc. 60,427$3,077,8922.43%
FSB PREMIER WEALTH MANAGEMENT, INC. 84,632$4,310,7902.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders