FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 4 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,035,317 | +8.1% | 184,847 | +12.0% | 1.26% | +6.3% |
| Q2 2023 | $8,361,729 | -3.1% | 164,991 | -2.6% | 1.18% | -12.2% |
| Q1 2023 | $8,629,131 | +6.6% | 169,412 | +4.9% | 1.35% | -10.9% |
| Q4 2022 | $8,092,338 | +11.3% | 161,491 | +8.2% | 1.52% | +10.7% |
| Q3 2022 | $7,274,000 | +53.8% | 149,310 | +476.9% | 1.37% | +47.8% |
| Q2 2022 | $4,730,000 | -35.6% | 25,881 | -82.0% | 0.93% | -18.8% |
| Q1 2022 | $7,343,000 | +4730.9% | 144,010 | +5021.3% | 1.14% | +2279.2% |
| Q1 2020 | $152,000 | +33.3% | 2,812 | +37.5% | 0.05% | +29.7% |
| Q4 2019 | $114,000 | – | 2,045 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 222,567 | $10,879,108 | 9.59% |
| Frisch Financial Group, Inc. | 245,074 | $11,979 | 4.86% |
| Family Capital Management, Inc. | 88,695 | $4,335,419 | 2.86% |
| Atlas Private Wealth Management, LLC | 102,621 | $5,016,114 | 2.69% |
| Kowal Investment Group, LLC | 203,689 | $9,956,301 | 2.69% |
| Etesian Wealth Advisors, Inc. | 80,605 | $3,939,973 | 2.65% |
| ERn Financial, LLC | 249,562 | $12,198,602 | 2.65% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 96,465 | $4,715,209 | 2.62% |
| Financial Planning & Information Services, Inc. | 283,922 | $13,878,107 | 2.58% |
| BCGM Wealth Management, LLC | 109,180 | $5,336,725 | 2.45% |