FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 264 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,522,625 | -2.9% | 297,108 | +0.7% | 2.12% | -0.7% |
| Q2 2023 | $14,959,762 | -0.3% | 295,181 | +0.2% | 2.13% | -6.7% |
| Q1 2023 | $15,001,621 | -1.7% | 294,521 | -3.3% | 2.28% | -8.1% |
| Q4 2022 | $15,263,889 | +1548.4% | 304,608 | +1503.2% | 2.48% | +1304.0% |
| Q3 2022 | $926,000 | -18.3% | 19,000 | -15.2% | 0.18% | -14.9% |
| Q2 2022 | $1,134,000 | +1.5% | 22,412 | +6.5% | 0.21% | +11.2% |
| Q1 2022 | $1,117,000 | +38.6% | 21,053 | +48.9% | 0.19% | +22.2% |
| Q4 2021 | $806,000 | +2.9% | 14,143 | +2.5% | 0.15% | -7.8% |
| Q3 2021 | $783,000 | +15.5% | 13,799 | +16.6% | 0.17% | +12.2% |
| Q2 2021 | $678,000 | +48.0% | 11,834 | +45.8% | 0.15% | +33.3% |
| Q1 2021 | $458,000 | +3.9% | 8,116 | +4.4% | 0.11% | +152.3% |
| Q4 2020 | $441,000 | +50.5% | 7,771 | +47.4% | 0.04% | +29.4% |
| Q3 2020 | $293,000 | +5.0% | 5,272 | +4.1% | 0.03% | +9.7% |
| Q2 2020 | $279,000 | – | 5,066 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 224,098 | $11,414,571 | 11.15% |
| Frisch Financial Group, Inc. | 227,057 | $11,565 | 4.49% |
| Etesian Wealth Advisors, Inc. | 87,400 | $4,451,781 | 2.96% |
| Financial Planning & Information Services, Inc. | 289,879 | $14,765,190 | 2.86% |
| EdgeRock Capital LLC | 107,445 | $5,473 | 2.81% |
| BCGM Wealth Management, LLC | 109,262 | $5,565,352 | 2.81% |
| Atlas Private Wealth Management, LLC | 85,895 | $4,375,122 | 2.63% |
| ERn Financial, LLC | 223,777 | $11,398,261 | 2.51% |
| Sebold Capital Management, Inc. | 60,427 | $3,077,892 | 2.43% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 84,632 | $4,310,790 | 2.40% |