Steward Partners Investment Advisory, 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 233 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$3,128,156
-0.1%
63,997
+3.6%
0.05%
+2.1%
Q2 2023$3,130,188
+4.8%
61,764
+5.3%
0.05%
-2.1%
Q1 2023$2,986,376
-16.9%
58,630
-18.2%
0.05%
-21.3%
Q4 2022$3,592,482
-28.8%
71,692
-30.8%
0.06%
-35.1%
Q3 2022$5,047,000
+19.1%
103,595
+23.8%
0.09%
+20.5%
Q2 2022$4,237,000
-54.5%
83,710
-52.3%
0.08%
-45.8%
Q1 2022$9,310,000
+5.9%
175,454
+13.7%
0.14%
+7.5%
Q4 2021$8,792,000
+8.2%
154,298
+7.9%
0.13%
-4.3%
Q3 2021$8,122,000
+13.4%
143,035
+14.4%
0.14%
+15.7%
Q2 2021$7,164,000
-99.9%
125,077
-49.2%
0.12%
-0.8%
Q1 2021$13,885,884,000
+220450.9%
246,072
+121.7%
0.12%
-10.3%
Q4 2020$6,296,000
+13.6%
110,986
+11.3%
0.14%
-2.9%
Q3 2020$5,544,000
-17.6%
99,706
-18.5%
0.14%
-27.1%
Q2 2020$6,728,000
+18.7%
122,297
+16.7%
0.19%
-7.2%
Q1 2020$5,667,000
+96.8%
104,813
+102.2%
0.21%
+143.5%
Q4 2019$2,879,000
+4.7%
51,837
+4.7%
0.08%
-8.6%
Q3 2019$2,750,000
+18.5%
49,510
+16.8%
0.09%
+9.4%
Q2 2019$2,321,000
+158.8%
42,377
+154.2%
0.08%
+123.7%
Q1 2019$897,000
+919.3%
16,668
+888.0%
0.04%
+850.0%
Q3 2018$88,000
+11.4%
1,687
+12.0%
0.00%
-20.0%
Q2 2018$79,000
+71.7%
1,506
+69.0%
0.01%
+66.7%
Q1 2018$46,000
-19.3%
891
-16.8%
0.00%
-25.0%
Q4 2017$57,000
+418.2%
1,071
+384.6%
0.00%
+300.0%
Q3 2017$11,0002210.00%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2020
NameSharesValueWeighting ↓
PFS Partners, LLC 221,674$11,234,4609.40%
Frisch Financial Group, Inc. 239,424$12,1345.82%
Main Line Retirement Advisors, LLC 62,465$3,165,7322.98%
Family Capital Management, Inc. 92,428$4,684,2702.92%
Financial Planning & Information Services, Inc. 287,903$14,590,9242.69%
Landmark Wealth Management, LLC 59,719$3,0272.68%
BCGM Wealth Management, LLC 118,243$5,992,5662.64%
Etesian Wealth Advisors, Inc. 78,192$3,962,7712.59%
EdgeRock Capital LLC 104,661$5,304,2312.57%
Kowal Investment Group, LLC 188,790$9,567,8802.56%
View complete list of FIRST TR EXCH TRADED FD III shareholders