Castleview Partners, 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
Castleview Partners, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$733
-3.6%
150.0%0.00%0.0%
Q2 2023$760
-0.5%
150.0%0.00%0.0%
Q1 2023$764
+1.7%
150.0%0.00%0.0%
Q4 2022$751
-24.9%
150.0%0.00%0.0%
Q3 2022$1,000
-100.0%
15
-68.8%
0.00%
-50.0%
Q2 2022$2,155,000
+43000.0%
48
-54.7%
0.00%
-33.3%
Q1 2022$5,000
-95.4%
106
-98.3%
0.00%
+200.0%
Q4 2021$109,000
+1716.7%
6,210
+5597.2%
0.00%
-66.7%
Q2 2021$6,0001090.00%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2022
NameSharesValueWeighting ↓
PFS Partners, LLC 224,098$11,414,57111.15%
Frisch Financial Group, Inc. 227,057$11,5654.49%
Etesian Wealth Advisors, Inc. 87,400$4,451,7812.96%
Financial Planning & Information Services, Inc. 289,879$14,765,1902.86%
EdgeRock Capital LLC 107,445$5,4732.81%
BCGM Wealth Management, LLC 109,262$5,565,3522.81%
Atlas Private Wealth Management, LLC 85,895$4,375,1222.63%
ERn Financial, LLC 223,777$11,398,2612.51%
Sebold Capital Management, Inc. 60,427$3,077,8922.43%
FSB PREMIER WEALTH MANAGEMENT, INC. 84,632$4,310,7902.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders