FIRST TR EXCH TRADED FD III's ticker is FMHI and the CUSIP is 33739P301. A total of 139 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| EnRich Financial Partners LLC | 132,922 | $6,422,778 | 2.36% |
| Manhattan West Asset Management, LLC | 162,425 | $7,848,367 | 2.12% |
| AJ Advisors, LLC | 63,174 | $3,052,559 | 1.69% |
| Perissos Private Wealth Management, LLC | 38,869 | $1,878,150 | 1.68% |
| Financial Partners Group, Inc | 219,361 | $10,599,545 | 1.67% |
| Crumly & Associates Inc. | 99,498 | $4,807,719 | 1.38% |
| Atlas Private Wealth Advisors | 160,702 | $7,765,064 | 1.26% |
| Traction Financial Partners, LLC | 27,500 | $1,349,150 | 0.98% |
| Platform Technology Partners | 58,449 | $2,824,273 | 0.97% |
| Triton Wealth Management, PLLC | 27,668 | $1,344,963 | 0.79% |