Icon Wealth Partners, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 290 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$423,301
-3.6%
8,6600.0%0.05%
+4.3%
Q2 2023$438,889
+12.1%
8,660
+12.7%
0.05%
+7.0%
Q1 2023$391,441
+11.8%
7,685
+25.0%
0.04%
+22.9%
Q4 2021$350,000
+0.3%
6,1490.0%0.04%
-5.4%
Q3 2021$349,000
-1.7%
6,149
-0.8%
0.04%
-2.6%
Q2 2021$355,000
-32.0%
6,201
-33.0%
0.04%
-41.5%
Q1 2021$522,0009,2490.06%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2021
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 239,334$13,308,0007.84%
Vishria Bird Financial Group, LLC 203,574$11,320,0007.12%
Frisch Financial Group, Inc. 273,948$15,233,0006.63%
Blackhawk Capital Partners LLC. 97,852$5,383,0004.88%
ERn Financial, LLC 178,003$9,898,0004.63%
Eldridge Investment Advisors, Inc. 152,524$8,481,0003.99%
Atlas Private Wealth Advisors 75,245$4,184,0003.49%
TL Private Wealth 82,738$4,587,0003.21%
MONEYWISE, INC. 70,627$3,927,0003.12%
Total Clarity Wealth Management, Inc. 54,664$3,040,0002.65%
View complete list of FIRST TR EXCH TRADED FD III shareholders