SUMMIT WEALTH & RETIREMENT PLANNING, INC. - 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 266 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2022$404,000
-15.1%
8,296
-11.8%
0.16%
-12.0%
Q2 2022$476,000
-1.9%
9,406
+3.0%
0.18%
+7.0%
Q1 2022$485,0009,1360.17%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 239,334$13,308,0007.84%
Vishria Bird Financial Group, LLC 203,574$11,320,0007.12%
Frisch Financial Group, Inc. 273,948$15,233,0006.63%
Blackhawk Capital Partners LLC. 97,852$5,383,0004.88%
ERn Financial, LLC 178,003$9,898,0004.63%
Eldridge Investment Advisors, Inc. 152,524$8,481,0003.99%
Atlas Private Wealth Advisors 75,245$4,184,0003.49%
TL Private Wealth 82,738$4,587,0003.21%
MONEYWISE, INC. 70,627$3,927,0003.12%
Total Clarity Wealth Management, Inc. 54,664$3,040,0002.65%
View complete list of FIRST TR EXCH TRADED FD III shareholders