FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 266 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,190,545 | +28.5% | 85,731 | +33.2% | 0.32% | +7.7% |
| Q2 2023 | $3,261,207 | -25.5% | 64,349 | -25.1% | 0.30% | +7.6% |
| Q1 2023 | $4,374,765 | +284.7% | 85,888 | +278.4% | 0.28% | +143.9% |
| Q4 2022 | $1,137,297 | +117.9% | 22,696 | +146.7% | 0.11% | +5.6% |
| Q4 2020 | $522,000 | -9.7% | 9,200 | -11.5% | 0.11% | -21.2% |
| Q3 2020 | $578,000 | +4.1% | 10,401 | +3.1% | 0.14% | -4.9% |
| Q2 2020 | $555,000 | -10.6% | 10,089 | -12.2% | 0.14% | -31.8% |
| Q1 2020 | $621,000 | -46.6% | 11,486 | -45.1% | 0.21% | -30.6% |
| Q4 2019 | $1,162,000 | – | 20,922 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 221,674 | $11,234,460 | 9.40% |
| Frisch Financial Group, Inc. | 239,424 | $12,134 | 5.82% |
| Main Line Retirement Advisors, LLC | 62,465 | $3,165,732 | 2.98% |
| Family Capital Management, Inc. | 92,428 | $4,684,270 | 2.92% |
| Financial Planning & Information Services, Inc. | 287,903 | $14,590,924 | 2.69% |
| Landmark Wealth Management, LLC | 59,719 | $3,027 | 2.68% |
| BCGM Wealth Management, LLC | 118,243 | $5,992,566 | 2.64% |
| Etesian Wealth Advisors, Inc. | 78,192 | $3,962,771 | 2.59% |
| EdgeRock Capital LLC | 104,661 | $5,304,231 | 2.57% |
| Kowal Investment Group, LLC | 188,790 | $9,567,880 | 2.56% |