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 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
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 Q2 2023
NameSharesValueWeighting ↓
PFS Partners, LLC 224,098$11,414,57111.15%
Frisch Financial Group, Inc. 227,057$11,5654.49%
Etesian Wealth Advisors, Inc. 87,400$4,451,7812.96%
Financial Planning & Information Services, Inc. 289,879$14,765,1902.86%
EdgeRock Capital LLC 107,445$5,4732.81%
BCGM Wealth Management, LLC 109,262$5,565,3522.81%
Atlas Private Wealth Management, LLC 85,895$4,375,1222.63%
ERn Financial, LLC 223,777$11,398,2612.51%
Sebold Capital Management, Inc. 60,427$3,077,8922.43%
FSB PREMIER WEALTH MANAGEMENT, INC. 84,632$4,310,7902.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders