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 273 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
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 Q2 2023
NameSharesValueWeighting ↓
PFS Partners, LLC 207,906$10,418,18010.96%
Financial Planning & Information Services, Inc. 278,186$13,939,9002.96%
Etesian Wealth Advisors, Inc. 80,156$4,016,6182.92%
EdgeRock Capital LLC 102,577$5,1402.87%
Family Capital Management, Inc. 84,273$4,222,9372.78%
BCGM Wealth Management, LLC 110,766$5,550,4812.70%
Magnus Financial Group LLC 304,608$15,263,8892.48%
ERn Financial, LLC 210,840$10,565,1922.41%
Sebold Capital Management, Inc. 57,842$2,898,4692.38%
FSB PREMIER WEALTH MANAGEMENT, INC. 79,403$3,978,8822.18%
View complete list of FIRST TR EXCH TRADED FD III shareholders