Geneos Wealth Management Inc. - 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 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
Geneos Wealth Management Inc. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$271,284
-3.6%
5,5500.0%0.01%
-6.7%
Q2 2023$281,274
-0.5%
5,5500.0%0.02%
-11.8%
Q1 2023$282,717
+1.7%
5,5500.0%0.02%0.0%
Q4 2022$278,111
+94.5%
5,550
+88.5%
0.02%
+70.0%
Q3 2022$143,000
-65.1%
2,945
-63.5%
0.01%
-50.0%
Q2 2022$410,000
-27.3%
8,060
-24.2%
0.02%
-16.7%
Q1 2022$564,000
-3.4%
10,633
+3.7%
0.02%
+9.1%
Q4 2021$584,000
+0.3%
10,2580.0%0.02%0.0%
Q3 2021$582,000
-1.9%
10,258
-0.9%
0.02%
-4.3%
Q2 2021$593,0000.0%10,349
-0.8%
0.02%
+35.3%
Q1 2021$593,000
+2.1%
10,429
+0.3%
0.02%
-26.1%
Q4 2020$581,000
+22.1%
10,398
+21.6%
0.02%
-8.0%
Q3 2020$476,000
+1.5%
8,5480.0%0.02%
-3.8%
Q2 2020$469,000
-4.1%
8,548
-5.1%
0.03%
-21.2%
Q1 2020$489,000
-9.9%
9,007
-8.0%
0.03%
+13.8%
Q4 2019$543,000
+79.2%
9,790
+79.0%
0.03%
+61.1%
Q3 2019$303,000
+93.0%
5,470
+90.6%
0.02%
+80.0%
Q2 2019$157,000
+4.7%
2,870
+2.7%
0.01%0.0%
Q1 2019$150,000
+2.0%
2,7950.0%0.01%
-9.1%
Q4 2018$147,000
-19.2%
2,795
-20.0%
0.01%
-8.3%
Q3 2018$182,000
+1.7%
3,495
+2.8%
0.01%
-14.3%
Q2 2018$179,000
+7.2%
3,401
+7.1%
0.01%
-6.7%
Q1 2018$167,000
+198.2%
3,176
+202.5%
0.02%
+200.0%
Q4 2017$56,000
+115.4%
1,050
+110.0%
0.01%
+66.7%
Q3 2017$26,0000.0%5000.0%0.00%0.0%
Q2 2017$26,0005000.00%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
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