Insight Wealth Strategies, 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 196 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2024$1,801,506
+4.9%
35,282
+5.5%
0.26%
+1.6%
Q1 2024$1,717,714
+2.8%
33,445
+3.4%
0.25%
-6.7%
Q4 2023$1,671,267
+12.9%
32,348
+6.8%
0.27%
-5.6%
Q3 2023$1,480,724
-2.7%
30,293
+0.9%
0.29%
-1.7%
Q2 2023$1,521,808
+0.8%
30,028
+1.3%
0.29%
-1.7%
Q1 2023$1,509,348
+1.4%
29,632
-0.3%
0.30%
+2.8%
Q4 2022$1,488,729
-15.0%
29,709
-14.1%
0.29%
-11.4%
Q3 2022$1,751,0000.0%34,5950.0%0.32%0.0%
Q2 2022$1,751,000
-3.8%
34,595
+0.9%
0.32%
+21.3%
Q1 2022$1,820,000
-12.5%
34,301
-6.0%
0.27%
-9.5%
Q4 2021$2,079,000
+51.1%
36,480
+50.5%
0.30%
+52.6%
Q3 2021$1,376,000
-6.4%
24,234
-5.6%
0.19%
-7.2%
Q2 2021$1,470,000
-21.3%
25,660
-22.5%
0.21%
-16.4%
Q1 2021$1,867,000
+6.6%
33,090
+7.2%
0.25%
-15.8%
Q4 2020$1,752,000
+66.9%
30,875
+63.6%
0.30%
+52.3%
Q3 2020$1,050,000
+1.4%
18,877
+0.3%
0.20%
-15.2%
Q2 2020$1,035,000
+17.1%
18,816
+15.1%
0.23%
-2.1%
Q1 2020$884,000
+57.6%
16,349
+62.0%
0.24%
+97.5%
Q4 2019$561,000
+0.7%
10,092
+0.6%
0.12%
-9.2%
Q3 2019$557,000
+20.0%
10,033
+18.4%
0.13%
+15.9%
Q2 2019$464,0008,4720.11%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2020
NameSharesValueWeighting ↓
PFS Partners, LLC 207,906$10,418,18010.96%
Financial Planning & Information Services, Inc. 278,186$13,939,9002.96%
Etesian Wealth Advisors, Inc. 80,156$4,016,6182.92%
EdgeRock Capital LLC 102,577$5,1402.87%
Family Capital Management, Inc. 84,273$4,222,9372.78%
BCGM Wealth Management, LLC 110,766$5,550,4812.70%
Magnus Financial Group LLC 304,608$15,263,8892.48%
ERn Financial, LLC 210,840$10,565,1922.41%
Sebold Capital Management, Inc. 57,842$2,898,4692.38%
FSB PREMIER WEALTH MANAGEMENT, INC. 79,403$3,978,8822.18%
View complete list of FIRST TR EXCH TRADED FD III shareholders