Gladstone Institutional Advisory 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 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%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$526,245
-26.5%
10,766
-23.8%
0.03%
-22.7%
Q2 2023$715,592
-30.2%
14,120
-29.8%
0.04%
-33.3%
Q1 2023$1,024,866
-21.3%
20,121
-22.6%
0.07%
-28.3%
Q4 2022$1,302,849
+86468.0%
26,000
-15.8%
0.09%
-22.0%
Q3 2022$1,505
+10.0%
30,894
+14.3%
0.12%
+9.3%
Q2 2022$1,368
-36.0%
27,038
-32.9%
0.11%
-25.0%
Q1 2022$2,137
-20.0%
40,276
-14.1%
0.14%
-30.4%
Q4 2021$2,670
-9.0%
46,864
-9.3%
0.21%
-27.9%
Q3 2021$2,934
-12.0%
51,666
-11.3%
0.29%
-27.5%
Q2 2021$3,335
-5.9%
58,217
-7.3%
0.40%
-28.1%
Q1 2021$3,543
-6.9%
62,785
-6.4%
0.55%
-27.3%
Q4 2020$3,806
-21.0%
67,094
-22.6%
0.76%
-34.1%
Q3 2020$4,820
-99.9%
86,685
-29.9%
1.15%
-33.5%
Q2 2020$6,801,000
+53.4%
123,630
+50.8%
1.73%
+51.2%
Q1 2020$4,434,000
-1.6%
81,998
+1.0%
1.14%
+3.5%
Q4 2019$4,508,000
+2.2%
81,162
+2.2%
1.10%
-1.5%
Q3 2019$4,410,000
+78.2%
79,380
+75.6%
1.12%
+48.8%
Q2 2019$2,475,00045,1980.75%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2021
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