SteelPeak Wealth, LLC - FIRST TR EXCH TRADED FD III ownership

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%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$3,502,057
-13.0%
71,646
-9.8%
0.22%
-7.9%
Q2 2023$4,027,034
+1.9%
79,460
+2.4%
0.24%
-10.8%
Q1 2023$3,953,631
+146.0%
77,620
+142.0%
0.27%
+127.1%
Q4 2022$1,607,398
-34.6%
32,077
-36.5%
0.12%
-35.5%
Q3 2022$2,459,000
-25.1%
50,480
-22.2%
0.18%
-22.5%
Q2 2022$3,283,000
+1.3%
64,872
+6.2%
0.24%
+29.0%
Q1 2022$3,242,000
-9.0%
61,103
-2.3%
0.18%
-9.4%
Q4 2021$3,564,000
+29.2%
62,553
+28.8%
0.20%
+11.0%
Q3 2021$2,758,000
+0.9%
48,570
+1.8%
0.18%
-4.7%
Q2 2021$2,733,000
+0.8%
47,713
-0.7%
0.19%
-10.3%
Q1 2021$2,711,000
-1.6%
48,045
-1.1%
0.21%
-14.8%
Q4 2020$2,756,000
+4.1%
48,575
+2.0%
0.25%
-12.0%
Q3 2020$2,648,000
+14.7%
47,618
+13.4%
0.28%
-2.4%
Q2 2020$2,309,000
+41.9%
41,981
+39.5%
0.29%
+13.2%
Q1 2020$1,627,000
+2.5%
30,086
+5.2%
0.26%
+17.4%
Q4 2019$1,588,00028,5920.22%
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