BerganKDV Wealth Management, 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 27 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2023$821,067
-1.1%
16,201
-0.6%
0.08%
-4.7%
Q1 2023$830,507
+73.1%
16,305
+70.3%
0.09%
+65.4%
Q4 2022$479,803
-39.0%
9,575
-40.7%
0.05%
-44.7%
Q3 2022$787,000
-7.0%
16,156
-3.3%
0.09%
-3.1%
Q2 2022$846,000
-8.3%
16,709
-3.9%
0.10%
-2.0%
Q1 2022$923,000
-2.2%
17,388
+5.0%
0.10%0.0%
Q4 2021$944,000
+21.5%
16,559
+21.0%
0.10%
+12.5%
Q3 2021$777,000
+11.5%
13,687
+12.4%
0.09%
+6.0%
Q2 2021$697,000
-1.4%
12,176
-2.8%
0.08%
-8.8%
Q1 2021$707,000
+6.8%
12,528
+7.4%
0.09%
-2.2%
Q4 2020$662,000
+4.9%
11,669
+2.8%
0.09%
-7.0%
Q3 2020$631,000
+4.6%
11,350
+3.5%
0.10%
-2.9%
Q2 2020$603,000
+14.9%
10,968
+13.1%
0.10%
-4.6%
Q1 2020$525,000
-6.9%
9,701
-4.4%
0.11%
+8.0%
Q4 2019$564,000
+11.0%
10,147
+10.9%
0.10%0.0%
Q3 2019$508,000
+0.6%
9,151
-0.7%
0.10%0.0%
Q2 2019$505,000
+39.5%
9,217
+37.2%
0.10%
+35.1%
Q1 2019$362,000
+54.0%
6,719
+50.7%
0.07%
+34.5%
Q4 2018$235,000
-54.0%
4,459
-54.4%
0.06%
-50.0%
Q3 2018$511,000
-25.0%
9,789
-24.3%
0.11%
-27.6%
Q2 2018$681,000
+13.7%
12,926
+13.4%
0.15%
-7.3%
Q1 2018$599,000
+22.2%
11,397
+24.5%
0.16%
+40.2%
Q4 2017$490,000
+5.8%
9,153
+5.2%
0.12%
+0.9%
Q3 2017$463,000
+0.9%
8,7010.0%0.12%
-10.8%
Q2 2017$459,000
+2.5%
8,701
+0.6%
0.13%
-2.3%
Q1 2017$448,000
+10.3%
8,645
+8.9%
0.13%
-1.5%
Q4 2016$406,000
-37.8%
7,935
-34.4%
0.14%
-40.3%
Q3 2016$653,000
+211.0%
12,102
+210.5%
0.23%
+334.6%
Q2 2016$210,0003,8980.05%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2016
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 239,334$13,308,0007.84%
Vishria Bird Financial Group, LLC 203,574$11,320,0007.12%
Frisch Financial Group, Inc. 273,948$15,233,0006.63%
Blackhawk Capital Partners LLC. 97,852$5,383,0004.88%
ERn Financial, LLC 178,003$9,898,0004.63%
Eldridge Investment Advisors, Inc. 152,524$8,481,0003.99%
Atlas Private Wealth Advisors 75,245$4,184,0003.49%
TL Private Wealth 82,738$4,587,0003.21%
MONEYWISE, INC. 70,627$3,927,0003.12%
Total Clarity Wealth Management, Inc. 54,664$3,040,0002.65%
View complete list of FIRST TR EXCH TRADED FD III shareholders