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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,336,725 | -10.9% | 109,180 | -7.7% | 2.45% | -7.1% |
| Q2 2023 | $5,992,566 | +7.7% | 118,243 | +8.2% | 2.64% | -6.0% |
| Q1 2023 | $5,565,352 | +0.3% | 109,262 | -1.4% | 2.81% | +4.0% |
| Q4 2022 | $5,550,481 | +4.9% | 110,766 | +1.6% | 2.70% | +2.1% |
| Q3 2022 | $5,293,000 | +26.7% | 108,997 | +35.2% | 2.64% | +24.8% |
| Q2 2022 | $4,176,000 | -25.1% | 80,618 | -25.7% | 2.12% | -30.1% |
| Q1 2022 | $5,572,000 | -8.6% | 108,525 | +1.4% | 3.03% | -7.6% |
| Q4 2021 | $6,097,000 | +3.8% | 107,004 | +3.0% | 3.28% | +0.2% |
| Q3 2021 | $5,875,000 | +17.3% | 103,891 | +19.6% | 3.27% | +10.2% |
| Q2 2021 | $5,007,000 | +17.8% | 86,853 | +16.5% | 2.97% | +2.1% |
| Q1 2021 | $4,250,000 | +28.5% | 74,528 | +29.2% | 2.91% | +24.0% |
| Q4 2020 | $3,308,000 | – | 57,699 | – | 2.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 221,674 | $11,234,460 | 9.40% |
| Frisch Financial Group, Inc. | 239,424 | $12,134 | 5.82% |
| Main Line Retirement Advisors, LLC | 62,465 | $3,165,732 | 2.98% |
| Family Capital Management, Inc. | 92,428 | $4,684,270 | 2.92% |
| Financial Planning & Information Services, Inc. | 287,903 | $14,590,924 | 2.69% |
| Landmark Wealth Management, LLC | 59,719 | $3,027 | 2.68% |
| BCGM Wealth Management, LLC | 118,243 | $5,992,566 | 2.64% |
| Etesian Wealth Advisors, Inc. | 78,192 | $3,962,771 | 2.59% |
| EdgeRock Capital LLC | 104,661 | $5,304,231 | 2.57% |
| Kowal Investment Group, LLC | 188,790 | $9,567,880 | 2.56% |