WADDELL & ASSOCIATES, LLC - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FMHI and the CUSIP is 33739P301. A total of 3 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
WADDELL & ASSOCIATES, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$293,856
-4.3%
6,5200.0%0.04%
-4.4%
Q2 2023$307,092
-3.8%
6,520
-4.3%
0.04%
-10.0%
Q1 2023$319,321
-3.7%
6,810
-4.9%
0.05%
-9.1%
Q4 2022$331,436
-23.8%
7,160
-25.3%
0.06%
-34.5%
Q3 2022$435,000–9,580–0.08%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2023
NameSharesValueWeighting ↓
AJ Advisors, LLC 107,825$4,991,2384.00%
Platform Technology Partners 56,565$2,618,3831.35%
Atlas Private Wealth Advisors 44,058$2,039,4281.09%
Cyndeo Wealth Partners, LLC 170,036$7,870,9800.92%
ROCKLAND TRUST CO 290,163$13,4320.85%
RFG Advisory, LLC 266,681$12,770,0340.64%
Advisory Resource Group 44,270$2,049,2580.61%
Atlas Private Wealth Management, LLC 26,060$1,206,3170.56%
Socha Financial Group, LLC 16,912$782,8560.56%
ARBOR CAPITAL MANAGEMENT INC /ADV 13,345$618,3260.55%
View complete list of FIRST TR EXCH TRADED FD III shareholders