Atlas Private Wealth Management, 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 264 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
Atlas Private Wealth Management, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$5,016,114
+4.2%
102,621
+8.0%
2.69%
+6.1%
Q2 2023$4,815,005
+10.1%
95,008
+10.6%
2.54%
-3.5%
Q1 2023$4,375,122
+1.6%
85,8950.0%2.63%
+32.4%
Q4 2022$4,304,198
-2.8%
85,895
-5.5%
1.99%
-38.1%
Q3 2022$4,428,000
-3.3%
90,884
+0.4%
3.21%
+2.5%
Q2 2022$4,580,000
-1.5%
90,505
+3.3%
3.13%
+15.8%
Q1 2022$4,648,000
-6.9%
87,606
+0.0%
2.70%
-2.9%
Q4 2021$4,990,000
+11.6%
87,568
+11.2%
2.78%
+1.8%
Q3 2021$4,471,000
+3.5%
78,744
+4.4%
2.73%
+2.6%
Q2 2021$4,318,000
-3.9%
75,392
-5.3%
2.66%
-7.2%
Q1 2021$4,494,000
+33.3%
79,637
+34.0%
2.87%
+19.5%
Q4 2020$3,371,000
+15.5%
59,414
+13.2%
2.40%
+5.1%
Q3 2020$2,918,000
-2.2%
52,470
-3.3%
2.29%
-4.9%
Q2 2020$2,985,000
+11.1%
54,270
+9.3%
2.40%
-3.1%
Q1 2020$2,686,000
-3.5%
49,670
-0.9%
2.48%
+16.0%
Q4 2019$2,784,000–50,120–2.14%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2023
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