Bernardo Wealth Planning LLC - 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 284 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%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2024$2,004,993
-43.8%
39,267
-43.5%
0.54%
-45.7%
Q1 2024$3,569,644
-15.1%
69,502
-14.6%
0.99%
-25.1%
Q4 2023$4,202,330
+111.4%
81,339
+100.1%
1.32%
+68.8%
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$305,0005,4950.18%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2022
NameSharesValueWeighting ↓
Wiser Advisor Group LLC 58,222$2,972,7664.67%
Frisch Financial Group, Inc. 184,723$9,4322.86%
Landmark Wealth Management, LLC 64,839$3,3112.58%
Main Line Retirement Advisors, LLC 63,679$3,250,7922.49%
Etesian Wealth Advisors, Inc. 83,255$4,251,0012.39%
FSB PREMIER WEALTH MANAGEMENT, INC. 93,463$4,772,2212.16%
ERn Financial, LLC 501,866$25,625,2482.13%
OPINICUS CAPITAL, INC. 47,109$2,405,3652.03%
Kowal Investment Group, LLC 193,226$9,866,1301.97%
Vantage Financial Partners Ltd., Inc. 153,872$7,856,7041.95%
View complete list of FIRST TR EXCH TRADED FD III shareholders