HCR Wealth Advisors - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 279 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$219,960
-3.6%
4,5000.0%0.05%
+14.3%
Q2 2023$228,060
-0.5%
4,5000.0%0.04%
-6.7%
Q1 2023$229,211
-61.9%
4,500
-62.5%
0.04%
-64.3%
Q4 2022$601,320
+2.8%
12,0000.0%0.13%
+1.6%
Q3 2022$585,000
-3.6%
12,0000.0%0.12%
+1.6%
Q2 2022$607,000
-11.3%
12,000
-7.0%
0.12%
+8.9%
Q1 2022$684,000
-31.2%
12,900
-26.1%
0.11%
-27.3%
Q4 2021$994,000
+0.3%
17,4500.0%0.15%
-6.7%
Q3 2021$991,000
+24.0%
17,450
+25.1%
0.16%
+18.7%
Q2 2021$799,000
-23.2%
13,950
-24.4%
0.14%
-32.5%
Q1 2021$1,041,000
+10.9%
18,450
+11.5%
0.21%
+4.6%
Q4 2020$939,000
+40.1%
16,550
+37.3%
0.20%
+28.8%
Q3 2020$670,000
+1.1%
12,0500.0%0.15%
-1.9%
Q2 2020$663,000
+1.7%
12,0500.0%0.16%
-16.6%
Q1 2020$652,000
-2.5%
12,0500.0%0.19%
+15.4%
Q4 2019$669,0000.0%12,0500.0%0.16%
-27.0%
Q3 2019$669,000–12,050–0.22%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 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