FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 194 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $539,363 | -4.1% | 11,034 | -0.5% | 0.04% | -2.6% |
| Q2 2023 | $562,263 | +0.2% | 11,094 | +0.8% | 0.04% | -5.0% |
| Q1 2023 | $560,867 | -0.7% | 11,011 | -2.3% | 0.04% | -9.1% |
| Q4 2022 | $564,984 | -18.0% | 11,275 | -20.3% | 0.04% | -22.8% |
| Q3 2022 | $689,000 | -3.9% | 14,146 | -0.2% | 0.06% | -5.0% |
| Q2 2022 | $717,000 | -17.7% | 14,171 | -13.7% | 0.06% | -13.0% |
| Q1 2022 | $871,000 | -9.7% | 16,423 | -2.5% | 0.07% | -19.8% |
| Q4 2021 | $965,000 | -6.8% | 16,847 | -7.6% | 0.09% | -1.1% |
| Q3 2021 | $1,035,000 | +7.3% | 18,224 | +8.2% | 0.09% | +1.2% |
| Q2 2021 | $965,000 | +6.4% | 16,847 | +5.3% | 0.09% | -7.5% |
| Q1 2021 | $907,000 | +9.0% | 15,993 | +9.0% | 0.09% | -6.1% |
| Q4 2020 | $832,000 | +2.8% | 14,671 | +0.7% | 0.10% | -10.8% |
| Q3 2020 | $809,000 | +11.9% | 14,574 | +10.9% | 0.11% | +6.7% |
| Q2 2020 | $723,000 | – | 13,137 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 224,098 | $11,414,571 | 11.15% |
| Frisch Financial Group, Inc. | 227,057 | $11,565 | 4.49% |
| Etesian Wealth Advisors, Inc. | 87,400 | $4,451,781 | 2.96% |
| Financial Planning & Information Services, Inc. | 289,879 | $14,765,190 | 2.86% |
| EdgeRock Capital LLC | 107,445 | $5,473 | 2.81% |
| BCGM Wealth Management, LLC | 109,262 | $5,565,352 | 2.81% |
| Atlas Private Wealth Management, LLC | 85,895 | $4,375,122 | 2.63% |
| ERn Financial, LLC | 223,777 | $11,398,261 | 2.51% |
| Sebold Capital Management, Inc. | 60,427 | $3,077,892 | 2.43% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 84,632 | $4,310,790 | 2.40% |