Walkner Condon Financial Advisors 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
Walkner Condon Financial Advisors LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$794,821
-13.7%
16,263
-10.5%
0.21%
-13.5%
Q2 2023$920,944
+12.9%
18,174
+13.5%
0.24%
+6.6%
Q1 2023$815,575
+4.0%
16,013
+2.3%
0.23%
-2.6%
Q4 2022$784,472
+84.1%
15,655
+78.9%
0.24%
+71.5%
Q3 2022$426,000
-72.0%
8,752
-70.9%
0.14%
-71.3%
Q2 2022$1,524,000
-99.9%
30,111
-11.7%
0.48%
-7.2%
Q1 2022$1,809,000,000
+93195.5%
34,104
-0.3%
0.51%
-46.1%
Q3 2021$1,939,000
+11.5%
34,219
+12.5%
0.95%
+49.5%
Q2 2021$1,739,000
-0.3%
30,429
-1.5%
0.64%
-5.9%
Q1 2021$1,744,000
+58.4%
30,905
+59.3%
0.68%
+42.7%
Q4 2020$1,101,000
-22.4%
19,400
-24.0%
0.48%
-37.4%
Q3 2020$1,418,000
-0.5%
25,510
-1.6%
0.76%
-39.5%
Q2 2020$1,425,000
-21.0%
25,912
-22.3%
1.26%
-34.8%
Q1 2020$1,803,000
+11.4%
33,349
+14.4%
1.93%
+23.4%
Q4 2019$1,619,000–29,149–1.56%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2023
NameSharesValueWeighting ↓
PFS Partners, LLC 224,098$11,414,57111.15%
Frisch Financial Group, Inc. 227,057$11,5654.49%
Etesian Wealth Advisors, Inc. 87,400$4,451,7812.96%
Financial Planning & Information Services, Inc. 289,879$14,765,1902.86%
EdgeRock Capital LLC 107,445$5,4732.81%
BCGM Wealth Management, LLC 109,262$5,565,3522.81%
Atlas Private Wealth Management, LLC 85,895$4,375,1222.63%
ERn Financial, LLC 223,777$11,398,2612.51%
Sebold Capital Management, Inc. 60,427$3,077,8922.43%
FSB PREMIER WEALTH MANAGEMENT, INC. 84,632$4,310,7902.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders