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

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FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 279 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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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%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2022
NameSharesValueWeighting ↓
PFS Partners, LLC 224,098$11,414,57111.15%
Frisch Financial Group, Inc. 227,057$11,5654.49%
Etesian Wealth Advisors, Inc. 87,400$4,451,7812.96%
Financial Planning & Information Services, Inc. 289,879$14,765,1902.86%
EdgeRock Capital LLC 107,445$5,4732.81%
BCGM Wealth Management, LLC 109,262$5,565,3522.81%
Atlas Private Wealth Management, LLC 85,895$4,375,1222.63%
ERn Financial, LLC 223,777$11,398,2612.51%
Sebold Capital Management, Inc. 60,427$3,077,8922.43%
FSB PREMIER WEALTH MANAGEMENT, INC. 84,632$4,310,7902.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders