Holistic Financial Partners - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is MARB and the CUSIP is 33740J203. A total of 53 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Holistic Financial Partners ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$1,111,674
+26.0%
55,197
+25.1%
0.74%
+20.4%
Q2 2023$882,376
+9.2%
44,119
+9.9%
0.61%
-3.0%
Q1 2023$807,958
+24.3%
40,157
+24.7%
0.63%
+8.6%
Q4 2022$649,773
-0.3%
32,211
-0.8%
0.58%
-9.8%
Q3 2022$652,000
-0.8%
32,463
-1.9%
0.64%
+4.0%
Q2 2022$657,00033,1080.62%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2023
NameSharesValueWeighting ↓
Owen LaRue, LLC 219,595$4,429,2244.79%
Authentikos Wealth Advisory, LLC 91,738$1,850,5761.87%
Braun-Bostich & Associates Inc. 30,984$623,3981.48%
Vivaldi Capital Management LP 229,910$4,625,7991.40%
Midwest Financial Group LLC 58,093$1,169,0001.08%
Holistic Financial Partners 40,157$807,9580.63%
OneAscent Financial Services LLC 67,149$1,3510.55%
WealthCare Investment Partners, LLC 43,479$874,7890.53%
OneAscent Wealth Management LLC 59,099$1,1890.46%
FAS Wealth Partners, Inc. 181,039$3,642,4980.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders