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 270 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2022
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