LAKE STREET PRIVATE WEALTH, 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 179 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$4,004,372
+50.6%
82,040
+56.4%
0.72%
+54.2%
Q2 2023$2,658,470
+80.0%
52,456
+80.9%
0.47%
+69.2%
Q1 2023$1,477,237
+15.2%
29,002
+13.3%
0.28%
+4.2%
Q4 2022$1,282,866
+1.1%
25,601
-1.7%
0.26%
-8.9%
Q3 2022$1,269,000
+214.1%
26,050
+226.2%
0.29%
+242.4%
Q2 2022$404,000
-70.6%
7,986
-69.1%
0.08%
-65.6%
Q1 2022$1,373,000
-39.8%
25,869
-35.4%
0.25%
-38.2%
Q4 2021$2,280,000
+9.0%
40,022
+8.6%
0.40%
-21.3%
Q3 2021$2,092,000
+27.9%
36,837
+29.0%
0.51%
+22.1%
Q2 2021$1,636,000
+10.8%
28,556
+9.2%
0.42%
+2.0%
Q1 2021$1,476,000
-7.5%
26,148
-7.0%
0.41%
-11.5%
Q4 2020$1,596,000
-12.3%
28,127
-14.0%
0.46%
-24.5%
Q3 2020$1,819,000
-5.9%
32,714
-6.9%
0.61%
-14.7%
Q2 2020$1,933,000
-1.8%
35,154
-3.5%
0.72%
-20.2%
Q1 2020$1,969,000
+51.7%
36,424
+55.8%
0.90%
+80.5%
Q4 2019$1,298,000
+159.6%
23,376
+159.9%
0.50%
+118.0%
Q3 2019$500,000–8,994–0.23%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2019
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