TrueWealth Advisors, 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 244 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2023$225,703
-21.5%
4,453
-21.1%
0.09%
-23.1%
Q1 2023$287,649
+5.1%
5,647
+3.3%
0.12%
+0.8%
Q4 2022$273,809
-34.8%
5,464
-36.6%
0.12%
-39.7%
Q3 2022$420,000
+2.4%
8,620
+6.4%
0.20%
+4.2%
Q2 2022$410,000
+11.4%
8,098
+25.3%
0.19%
+15.8%
Q1 2022$368,0000.0%6,4610.0%0.16%0.0%
Q4 2021$368,000
+16.8%
6,461
+16.6%
0.16%
-6.8%
Q3 2021$315,000
+1.9%
5,542
+2.6%
0.18%
-1.7%
Q2 2021$309,000
+6.6%
5,399
+6.0%
0.18%
-4.3%
Q1 2021$290,0005,0920.19%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2021
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