FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 244 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $414,258 | -4.7% | 8,475 | -1.2% | 0.28% | -0.7% |
Q2 2023 | $434,632 | -0.9% | 8,576 | -0.4% | 0.28% | -18.5% |
Q1 2023 | $438,607 | +11.0% | 8,611 | +9.2% | 0.35% | -3.6% |
Q4 2022 | $395,017 | +2.9% | 7,883 | -0.1% | 0.36% | +1.4% |
Q3 2022 | $384,000 | -35.9% | 7,887 | -25.0% | 0.35% | -5.6% |
Q4 2021 | $599,000 | +1.7% | 10,511 | +1.3% | 0.38% | -7.9% |
Q3 2021 | $589,000 | +0.5% | 10,378 | +1.4% | 0.41% | -3.6% |
Q2 2021 | $586,000 | +3.5% | 10,232 | +2.0% | 0.42% | -11.3% |
Q1 2021 | $566,000 | +1.4% | 10,032 | +2.0% | 0.48% | -4.4% |
Q4 2020 | $558,000 | – | 9,835 | – | 0.50% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PFS Partners, LLC | 341,039 | $18,095,531 | 15.65% |
Vishria Bird Financial Group, LLC | 214,137 | $11,362,000 | 6.28% |
CWA Asset Management Group, LLC | 1,384,306 | $73,451,000 | 5.60% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 199,176 | $10,568,000 | 4.33% |
MONEYWISE, INC. | 108,349 | $5,749,000 | 3.79% |
FSB PREMIER WEALTH MANAGEMENT, INC. | 128,284 | $6,597,000 | 3.31% |
Tower Wealth Partners, Inc. | 57,142 | $3,032,000 | 3.29% |
Frisch Financial Group, Inc. | 186,850 | $9,914,000 | 3.18% |
BCGM Wealth Management, LLC | 108,525 | $5,572,000 | 3.03% |
Financial Planners of Cleveland, Inc. | 135,532 | $7,191,000 | 3.02% |