Synergy Asset Management, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FEMB and the CUSIP is 33739P202. A total of 56 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Synergy Asset Management, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$339,857
+41.7%
12,564
+45.1%
0.07%
+17.5%
Q1 2023$239,910
+13.2%
8,661
+40.8%
0.06%
-9.5%
Q1 2021$212,000
-98.3%
6,150
-98.1%
0.06%
-98.4%
Q4 2020$12,233,000321,4133.84%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2020
NameSharesValueWeighting ↓
Echo Wealth Management, LLC 36,860$961,0001.29%
COTTONWOOD CAPITAL ADVISORS, LLC 43,603$1,165,0001.05%
Advisor OS, LLC 91,846$2,453,0000.72%
EWG Elevate Inc. 38,626$1,032,0000.50%
Walkner Condon Financial Advisors LLC 54,504$1,456,0000.46%
Gradient Investments LLC 338,877$9,051,0000.26%
Euro Pacific Asset Management, LLC 40,416$1,080,0000.26%
1834 INVESTMENT ADVISORS CO 64,325$1,718,0000.24%
Wagner Wealth Management, LLC 10,690$286,0000.23%
UBP Investment Advisors SA 20,600$560,0000.11%
View complete list of FIRST TR EXCH TRADED FD III shareholders