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 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
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 Q3 2023
NameSharesValueWeighting ↓
Vishria Bird Financial Group, LLC 219,106$12,550,0006.18%
CWA Asset Management Group, LLC 1,248,489$68,758,0005.58%
OGOREK ANTHONY JOSEPH /NY/ /ADV 191,091$10,945,0004.90%
ERn Financial, LLC 230,232$13,188,0004.67%
Frisch Financial Group, Inc. 244,592$14,010,0004.41%
Tower Wealth Partners, Inc. 68,598$3,929,0004.32%
Blackhawk Capital Partners LLC. 110,513$6,236,0004.22%
FSB PREMIER WEALTH MANAGEMENT, INC. 127,224$7,287,0003.73%
Eldridge Investment Advisors, Inc. 159,074$9,112,0003.30%
TL Private Wealth 96,674$5,537,0003.23%
View complete list of FIRST TR EXCH TRADED FD III shareholders