Bernardo Wealth Planning LLC - FIRST TR EXCH TRADED FD III ownership

Back to all holdings Add to watchlist

FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 290 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Links
Filings
External links
Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$1,987,398
+12.0%
40,659
+16.1%
0.78%
+11.0%
Q2 2023$1,774,869
+13.5%
35,021
+14.1%
0.71%
+5.4%
Q1 2023$1,563,152
+2.8%
30,688
+1.1%
0.67%
-5.6%
Q4 2022$1,521,105
-0.9%
30,355
-4.0%
0.71%
-18.2%
Q3 2022$1,535,000
-3.3%
31,618
+0.8%
0.87%
-4.2%
Q2 2022$1,587,000
-6.2%
31,372
-1.6%
0.91%
+8.0%
Q1 2022$1,691,000
-9.2%
31,874
-2.5%
0.84%
-7.7%
Q4 2021$1,863,000
-4.4%
32,700
-4.7%
0.91%
-19.6%
Q3 2021$1,949,000
+2.9%
34,329
+3.8%
1.13%
-0.4%
Q2 2021$1,894,000
+22.2%
33,081
+20.4%
1.14%
+15.3%
Q1 2021$1,550,000
+5.6%
27,475
+6.1%
0.99%
+74.2%
Q4 2020$1,468,000
-3.6%
25,884
-5.5%
0.57%
-17.4%
Q3 2020$1,523,000
+13.1%
27,397
+11.9%
0.68%
-5.3%
Q2 2020$1,347,000
+84.8%
24,488
+81.5%
0.72%
+42.9%
Q1 2020$729,000
+139.0%
13,495
+145.6%
0.51%
+173.5%
Q4 2019$305,000–5,495–0.18%–
 Download
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2021
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