Milestone Advisory Partners - 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 266 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Milestone Advisory Partners ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$519,594
-3.6%
10,6300.0%0.43%
-11.5%
Q2 2023$538,728
-16.0%
10,630
-15.6%
0.49%
-17.6%
Q1 2023$641,637
+9.5%
12,597
+7.7%
0.59%
+35.8%
Q4 2022$586,137
-45.6%
11,697
-47.2%
0.44%
-46.1%
Q3 2022$1,078,000
-17.6%
22,136
-14.0%
0.81%
-23.8%
Q2 2022$1,309,000
-55.4%
25,726
-53.5%
1.06%
-32.9%
Q1 2022$2,933,000
-6.9%
55,2750.0%1.58%
-0.5%
Q4 2021$3,150,000
+0.4%
55,2750.0%1.59%
-13.8%
Q3 2021$3,139,000
-2.6%
55,275
-1.8%
1.84%
+8.6%
Q2 2021$3,223,000
-4.3%
56,275
-5.7%
1.70%
-5.8%
Q1 2021$3,369,000
+2.2%
59,701
+2.7%
1.80%
-4.1%
Q4 2020$3,297,000
+8.7%
58,117
+6.6%
1.88%
-0.4%
Q3 2020$3,032,000
+2.6%
54,529
+1.5%
1.89%
+8.6%
Q2 2020$2,955,000
+92.9%
53,722
+89.6%
1.74%
+63.4%
Q1 2020$1,532,000
+15.9%
28,328
+19.0%
1.06%
+53.2%
Q4 2019$1,322,000
+63.6%
23,798
+63.6%
0.69%
+52.5%
Q3 2019$808,000
+157.3%
14,543
+153.8%
0.46%
+138.2%
Q2 2019$314,000
+50.2%
5,731
+47.8%
0.19%
+41.5%
Q1 2019$209,000
+2.5%
3,8770.0%0.14%
-23.3%
Q4 2018$204,0003,8770.18%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 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