HERITAGE WEALTH MANAGEMENT, 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 270 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q4 2022$32,070
-57.8%
640
-59.2%
0.01%
-79.2%
Q3 2022$76,000
-99.5%
1,569
+390.3%
0.02%
+380.0%
Q2 2022$16,195,000
+95164.7%
3200.0%0.01%0.0%
Q1 2022$17,000
-10.5%
320
-3.9%
0.01%
-28.6%
Q3 2021$19,000
+5.6%
333
+4.1%
0.01%0.0%
Q2 2021$18,0000.0%3200.0%0.01%
-30.0%
Q1 2021$18,0003200.01%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2022
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