Integrated Wealth Concepts 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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$2,286,021
-8.7%
46,768
-5.3%
0.04%
-7.0%
Q2 2023$2,503,035
+98756.0%
49,389
-0.6%
0.04%
-17.3%
Q1 2023$2,532
+6.4%
49,711
+4.7%
0.05%
-20.0%
Q4 2022$2,380
-99.9%
47,493
-22.6%
0.06%
-31.6%
Q3 2022$2,988,000
-0.7%
61,328
+3.1%
0.10%
+1.1%
Q2 2022$3,009,000
+107.5%
59,463
+117.6%
0.09%
+113.6%
Q1 2022$1,450,000
+10.5%
27,322
+18.7%
0.04%
+12.8%
Q4 2021$1,312,000
+1.2%
23,018
+0.8%
0.04%
-7.1%
Q3 2021$1,296,000
+12.5%
22,832
+13.6%
0.04%
+2.4%
Q2 2021$1,152,00020,1040.04%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2022
NameSharesValueWeighting ↓
PFS Partners, LLC 341,039$18,095,53115.65%
Vishria Bird Financial Group, LLC 214,137$11,362,0006.28%
CWA Asset Management Group, LLC 1,384,306$73,451,0005.60%
OGOREK ANTHONY JOSEPH /NY/ /ADV 199,176$10,568,0004.33%
MONEYWISE, INC. 108,349$5,749,0003.79%
FSB PREMIER WEALTH MANAGEMENT, INC. 128,284$6,597,0003.31%
Tower Wealth Partners, Inc. 57,142$3,032,0003.29%
Frisch Financial Group, Inc. 186,850$9,914,0003.18%
BCGM Wealth Management, LLC 108,525$5,572,0003.03%
Financial Planners of Cleveland, Inc. 135,532$7,191,0003.02%
View complete list of FIRST TR EXCH TRADED FD III shareholders