Orion Portfolio Solutions, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is HDMV and the CUSIP is 33739P871. A total of 38 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$1,158,772
-8.9%
42,974
-3.7%
0.01%0.0%
Q2 2023$1,272,173
-3.1%
44,635
-3.2%
0.01%
-12.5%
Q1 2023$1,313,541
+8.6%
46,106
+3.5%
0.02%
-61.9%
Q4 2022$1,210,059
+10.0%
44,553
-0.7%
0.04%
-4.5%
Q3 2022$1,100,000
-13.1%
44,853
-1.6%
0.04%
-13.7%
Q2 2022$1,266,000
-49.6%
45,577
-44.4%
0.05%
-42.0%
Q1 2022$2,512,000
-2.2%
82,017
+1.5%
0.09%
+2.3%
Q4 2021$2,568,000
+2.1%
80,803
-0.9%
0.09%
-6.5%
Q3 2021$2,515,000
+1.8%
81,550
+4.0%
0.09%
-5.2%
Q2 2021$2,471,000
-1.6%
78,418
-2.8%
0.10%
-11.0%
Q1 2021$2,510,000
-3.5%
80,637
-5.3%
0.11%
-9.9%
Q4 2020$2,601,000
-25.0%
85,185
-29.7%
0.12%
-32.8%
Q3 2020$3,470,000
-10.8%
121,112
-12.9%
0.18%
-14.7%
Q2 2020$3,890,000
+9.7%
139,031
+1.4%
0.21%
-13.5%
Q1 2020$3,545,000137,1720.24%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2020
NameSharesValueWeighting ↓
Legacy Capital Wealth Partners, LLC 336,225$10,371,0004.06%
Golden State Equity Partners 186,277$5,746,0002.34%
MONEYWISE, INC. 28,962$893,0000.58%
HBW ADVISORY SERVICES LLC 32,629$1,006,0000.26%
Holloway Wealth Management, LLC 19,790$610,0000.19%
Advisor Resource Council 12,751$393,0000.12%
Orion Portfolio Solutions, LLC 81,550$2,515,0000.09%
Cambridge Investment Research Advisors, Inc. 557,182$17,186,0000.08%
Livingston Group Asset Management CO (operating as Southport Capital Management) 6,822$210,0000.08%
Gladstone Institutional Advisory LLC 23,216$7160.07%
View complete list of FIRST TR EXCH TRADED FD III shareholders