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 252 filers reported holding FIRST TR EXCH TRADED FD III in Q2 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 Q2 2021
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