FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 289 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $770,649 | -1.6% | 15,093 | -1.7% | 0.34% | -5.3% |
| Q1 2024 | $783,130 | -14.0% | 15,360 | -12.8% | 0.36% | -15.4% |
| Q4 2023 | $910,173 | +49.5% | 17,617 | +46.7% | 0.42% | +48.8% |
| Q2 2023 | $608,717 | +9.5% | 12,011 | +10.0% | 0.28% | +7.2% |
| Q1 2023 | $556,065 | +14.2% | 10,917 | +12.4% | 0.26% | +10.9% |
| Q4 2022 | $486,869 | -1.4% | 9,716 | -4.1% | 0.24% | -5.2% |
| Q3 2022 | $494,000 | -24.5% | 10,132 | -21.6% | 0.25% | -21.1% |
| Q2 2022 | $654,000 | +7.6% | 12,925 | +12.8% | 0.32% | +16.1% |
| Q1 2022 | $608,000 | +62.6% | 11,454 | +74.5% | 0.27% | +45.0% |
| Q4 2021 | $374,000 | +2.7% | 6,564 | +2.5% | 0.19% | -6.4% |
| Q3 2021 | $364,000 | +24.2% | 6,406 | +25.1% | 0.20% | +23.9% |
| Q2 2021 | $293,000 | +6.5% | 5,122 | +5.1% | 0.16% | +0.6% |
| Q1 2021 | $275,000 | +8.3% | 4,873 | +8.8% | 0.16% | +1.2% |
| Q4 2020 | $254,000 | +16.0% | 4,478 | +13.5% | 0.16% | +1.3% |
| Q3 2020 | $219,000 | – | 3,947 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 207,906 | $10,418,180 | 10.96% |
| Financial Planning & Information Services, Inc. | 278,186 | $13,939,900 | 2.96% |
| Etesian Wealth Advisors, Inc. | 80,156 | $4,016,618 | 2.92% |
| EdgeRock Capital LLC | 102,577 | $5,140 | 2.87% |
| Family Capital Management, Inc. | 84,273 | $4,222,937 | 2.78% |
| BCGM Wealth Management, LLC | 110,766 | $5,550,481 | 2.70% |
| Magnus Financial Group LLC | 304,608 | $15,263,889 | 2.48% |
| ERn Financial, LLC | 210,840 | $10,565,192 | 2.41% |
| Sebold Capital Management, Inc. | 57,842 | $2,898,469 | 2.38% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 79,403 | $3,978,882 | 2.18% |