Valeo Financial Advisors, LLC - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 251 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q1 2023$234,304
-20.7%
4,600
-22.0%
0.01%
-31.2%
Q4 2022$295,649
+3.0%
5,9000.0%0.02%
-11.1%
Q3 2022$287,000
-4.0%
5,9000.0%0.02%
-5.3%
Q2 2022$299,000
-9.4%
5,900
-5.2%
0.02%
+11.8%
Q1 2022$330,000
-6.8%
6,2210.0%0.02%
-10.5%
Q4 2021$354,000
+0.3%
6,2210.0%0.02%
-5.0%
Q3 2021$353,000
-0.8%
6,2210.0%0.02%
-9.1%
Q2 2021$356,000
+30.9%
6,221
+29.0%
0.02%
+69.2%
Q1 2021$272,000
-0.4%
4,8210.0%0.01%
-7.1%
Q4 2020$273,000
+9.2%
4,821
+7.1%
0.01%
-36.4%
Q3 2020$250,000
+0.8%
4,5000.0%0.02%
-4.3%
Q2 2020$248,000
+2.5%
4,5000.0%0.02%
-11.5%
Q1 2020$242,000
-3.2%
4,5000.0%0.03%
+8.3%
Q4 2019$250,0000.0%4,5000.0%0.02%
-14.3%
Q3 2019$250,000–4,500–0.03%–
Q2 2018$0
-100.0%
0
-100.0%
0.00%–
Q1 2018$2,000–30–0.00%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2021
NameSharesValueWeighting ↓
PFS Partners, LLC 224,098$11,414,57111.15%
Frisch Financial Group, Inc. 227,057$11,5654.49%
Etesian Wealth Advisors, Inc. 87,400$4,451,7812.96%
Financial Planning & Information Services, Inc. 289,879$14,765,1902.86%
EdgeRock Capital LLC 107,445$5,4732.81%
BCGM Wealth Management, LLC 109,262$5,565,3522.81%
Atlas Private Wealth Management, LLC 85,895$4,375,1222.63%
ERn Financial, LLC 223,777$11,398,2612.51%
Sebold Capital Management, Inc. 60,427$3,077,8922.43%
FSB PREMIER WEALTH MANAGEMENT, INC. 84,632$4,310,7902.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders