Financial Planning & Information Services, Inc. - 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 264 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$13,878,107
-4.9%
283,922
-1.4%
2.58%
-4.0%
Q2 2023$14,590,924
-1.2%
287,903
-0.7%
2.69%
-6.0%
Q1 2023$14,765,190
+5.9%
289,879
+4.2%
2.86%
-3.1%
Q4 2022$13,939,900
+29.5%
278,186
+25.9%
2.96%
+13.3%
Q3 2022$10,768,000
+108.7%
221,024
+116.8%
2.61%
+107.3%
Q2 2022$5,160,000
+716.5%
101,952
+756.0%
1.26%
+792.2%
Q1 2022$632,00011,9100.14%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 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