FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 269 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,301 | -3.6% | 8,660 | 0.0% | 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% | 6,149 | 0.0% | 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 | $522,000 | – | 9,249 | – | 0.06% | – |
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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% |