Financial Strategies Group, Inc. - 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 228 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
Financial Strategies Group, Inc. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$343,494
-19.6%
7,069
-16.1%
0.11%
-21.2%
Q2 2023$427,084
+20.7%
8,427
+21.4%
0.14%
+0.7%
Q1 2023$353,716
+3.5%
6,944
+1.8%
0.14%
-4.2%
Q4 2022$341,748
+15.5%
6,820
+12.3%
0.14%
+6.0%
Q3 2022$296,000
-24.9%
6,074
-22.0%
0.13%
-18.8%
Q2 2022$394,000
-42.5%
7,791
-39.7%
0.16%
-39.6%
Q1 2022$685,000
-30.3%
12,919
-25.1%
0.27%
-31.9%
Q4 2021$983,000
+12.5%
17,257
+12.1%
0.40%
+2.6%
Q3 2021$874,000
+8.7%
15,389
+9.6%
0.39%
+5.1%
Q2 2021$804,000
+8.5%
14,042
+7.0%
0.37%
-3.1%
Q1 2021$741,000
+6.9%
13,126
+7.4%
0.38%
-0.5%
Q4 2020$693,000
+9.8%
12,218
+7.7%
0.39%
-9.2%
Q3 2020$631,000
+9.7%
11,341
+8.5%
0.42%
-0.7%
Q2 2020$575,000
+46.3%
10,453
+43.8%
0.43%
+20.2%
Q1 2020$393,000
+40.4%
7,268
+44.1%
0.36%
+57.5%
Q4 2019$280,000–5,043–0.23%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2021
NameSharesValueWeighting ↓
PFS Partners, LLC 341,039$18,095,53115.65%
Vishria Bird Financial Group, LLC 214,137$11,362,0006.28%
CWA Asset Management Group, LLC 1,384,306$73,451,0005.60%
OGOREK ANTHONY JOSEPH /NY/ /ADV 199,176$10,568,0004.33%
MONEYWISE, INC. 108,349$5,749,0003.79%
FSB PREMIER WEALTH MANAGEMENT, INC. 128,284$6,597,0003.31%
Tower Wealth Partners, Inc. 57,142$3,032,0003.29%
Frisch Financial Group, Inc. 186,850$9,914,0003.18%
BCGM Wealth Management, LLC 108,525$5,572,0003.03%
Financial Planners of Cleveland, Inc. 135,532$7,191,0003.02%
View complete list of FIRST TR EXCH TRADED FD III shareholders