Valeo Financial Advisors, 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 279 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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$250,0004,5000.03%
Q2 2018$0
-100.0%
0
-100.0%
0.00%
Q1 2018$2,000300.00%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2022
NameSharesValueWeighting ↓
PFS Partners, LLC 341,039$18,095,53115.65%
Vishria Bird Financial Group, LLC 214,137$11,362,0006.28%
CWA Asset Management Group, LLC 1,384,306$73,451,0005.60%
OGOREK ANTHONY JOSEPH /NY/ /ADV 199,176$10,568,0004.33%
MONEYWISE, INC. 108,349$5,749,0003.79%
FSB PREMIER WEALTH MANAGEMENT, INC. 128,284$6,597,0003.31%
Tower Wealth Partners, Inc. 57,142$3,032,0003.29%
Frisch Financial Group, Inc. 186,850$9,914,0003.18%
BCGM Wealth Management, LLC 108,525$5,572,0003.03%
Financial Planners of Cleveland, Inc. 135,532$7,191,0003.02%
View complete list of FIRST TR EXCH TRADED FD III shareholders