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 269 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2023
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 239,334$13,308,0007.84%
Vishria Bird Financial Group, LLC 203,574$11,320,0007.12%
Frisch Financial Group, Inc. 273,948$15,233,0006.63%
Blackhawk Capital Partners LLC. 97,852$5,383,0004.88%
ERn Financial, LLC 178,003$9,898,0004.63%
Eldridge Investment Advisors, Inc. 152,524$8,481,0003.99%
Atlas Private Wealth Advisors 75,245$4,184,0003.49%
TL Private Wealth 82,738$4,587,0003.21%
MONEYWISE, INC. 70,627$3,927,0003.12%
Total Clarity Wealth Management, Inc. 54,664$3,040,0002.65%
View complete list of FIRST TR EXCH TRADED FD III shareholders