FIRST TR EXCH TRADED FD III's ticker is FMHI and the CUSIP is 33739P301. A total of 3 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,637 | -8.0% | 6,027 | -3.8% | 0.12% | +13.7% |
| Q2 2023 | $295,176 | +3.0% | 6,267 | +2.5% | 0.10% | -5.6% |
| Q1 2023 | $286,639 | -14.0% | 6,113 | -15.1% | 0.11% | -21.7% |
| Q4 2022 | $333,149 | -22.3% | 7,197 | -20.3% | 0.14% | -27.7% |
| Q2 2022 | $429,000 | +14.1% | 9,032 | +22.9% | 0.19% | +9.8% |
| Q1 2022 | $376,000 | – | 7,352 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 107,825 | $4,991,238 | 4.00% |
| Platform Technology Partners | 56,565 | $2,618,383 | 1.35% |
| Atlas Private Wealth Advisors | 44,058 | $2,039,428 | 1.09% |
| Cyndeo Wealth Partners, LLC | 170,036 | $7,870,980 | 0.92% |
| ROCKLAND TRUST CO | 290,163 | $13,432 | 0.85% |
| RFG Advisory, LLC | 266,681 | $12,770,034 | 0.64% |
| Advisory Resource Group | 44,270 | $2,049,258 | 0.61% |
| Atlas Private Wealth Management, LLC | 26,060 | $1,206,317 | 0.56% |
| Socha Financial Group, LLC | 16,912 | $782,856 | 0.56% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 13,345 | $618,326 | 0.55% |