Geneos Wealth Management Inc. - FIRST TR EXCH TRADED FD III ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$23,394
-23.3%
751
-18.9%
0.00%
-50.0%
Q2 2023$30,484
+2.0%
9260.0%0.00%0.0%
Q1 2023$29,891
-2.3%
9260.0%0.00%0.0%
Q4 2022$30,595
+13.3%
9260.0%0.00%0.0%
Q3 2022$27,0009260.00%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2023
NameSharesValueWeighting ↓
Golden State Equity Partners 160,699$5,037,9141.40%
Belpointe Asset Management LLC 39,039$1,216,2130.13%
Financial Advocates Investment Management 25,309$788,4560.06%
Kovack Advisors, Inc. 11,350$353,5960.05%
Cambridge Investment Research Advisors, Inc. 261,695$8,1530.04%
Cetera Investment Advisers 104,950$3,269,5810.03%
BENJAMIN F. EDWARDS & COMPANY, INC. 23,429$7300.03%
Atria Wealth Solutions, Inc. 62,710$1,953,6450.03%
Kestra Advisory Services, LLC 74,056$2,307,1260.02%
AVANTAX ADVISORY SERVICES, INC. 58,030$1,807,8660.02%
View complete list of FIRST TR EXCH TRADED FD III shareholders