Occidental Asset Management, 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 233 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$556,450
-6.7%
11,384
-3.2%
0.13%
-4.4%
Q2 2023$596,098
+52.4%
11,762
+53.2%
0.14%
+37.8%
Q1 2023$391,033
+40.4%
7,677
+38.1%
0.10%
+28.9%
Q4 2022$278,561
-66.6%
5,559
-67.5%
0.08%
-69.6%
Q3 2022$834,000
-1.9%
17,109
+1.9%
0.25%
-0.8%
Q2 2022$850,000
-23.9%
16,788
-20.2%
0.25%
-11.9%
Q1 2022$1,117,000
-44.1%
21,050
-40.0%
0.29%
-39.8%
Q4 2021$1,999,000
+5.5%
35,083
+5.2%
0.48%
-3.3%
Q3 2021$1,894,000
+22.8%
33,352
+23.9%
0.49%
+19.8%
Q2 2021$1,542,000
+1.5%
26,9230.0%0.41%
-9.1%
Q1 2021$1,519,000
+42.4%
26,923
+43.2%
0.45%
+27.4%
Q4 2020$1,067,000
+2.1%
18,8000.0%0.35%
-18.6%
Q3 2020$1,045,000
+6.1%
18,800
+5.0%
0.44%
-0.2%
Q2 2020$985,000
+5.3%
17,900
+3.5%
0.44%
-7.2%
Q1 2020$935,000
+0.6%
17,300
+3.4%
0.47%
+24.0%
Q4 2019$929,000
+4.9%
16,725
+4.8%
0.38%
+2.2%
Q3 2019$886,000
+9.2%
15,955
+7.8%
0.37%
+1.6%
Q2 2019$811,000
+1.8%
14,8050.0%0.36%
-4.7%
Q1 2019$797,000
+2.3%
14,8050.0%0.38%
-13.0%
Q4 2018$779,000
+25.2%
14,805
+24.4%
0.44%
+41.9%
Q3 2018$622,000
+12.5%
11,900
+13.3%
0.31%
+5.1%
Q2 2018$553,000
+0.2%
10,5000.0%0.30%
-1.0%
Q1 2018$552,000
-1.8%
10,5000.0%0.30%
+2.1%
Q4 2017$562,000
+0.5%
10,5000.0%0.29%
-5.5%
Q3 2017$559,000
+0.9%
10,5000.0%0.31%
-6.9%
Q2 2017$554,00010,5000.33%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2020
NameSharesValueWeighting ↓
Vishria Bird Financial Group, LLC 219,106$12,550,0006.18%
CWA Asset Management Group, LLC 1,248,489$68,758,0005.58%
OGOREK ANTHONY JOSEPH /NY/ /ADV 191,091$10,945,0004.90%
ERn Financial, LLC 230,232$13,188,0004.67%
Frisch Financial Group, Inc. 244,592$14,010,0004.41%
Tower Wealth Partners, Inc. 68,598$3,929,0004.32%
Blackhawk Capital Partners LLC. 110,513$6,236,0004.22%
FSB PREMIER WEALTH MANAGEMENT, INC. 127,224$7,287,0003.73%
Eldridge Investment Advisors, Inc. 159,074$9,112,0003.30%
TL Private Wealth 96,674$5,537,0003.23%
View complete list of FIRST TR EXCH TRADED FD III shareholders