FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 290 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $414,152 | +18.4% | 8,111 | +19.1% | 0.22% | +13.5% |
| Q1 2024 | $349,714 | +19.1% | 6,809 | +19.8% | 0.19% | +7.3% |
| Q4 2023 | $293,665 | -6.4% | 5,684 | -11.5% | 0.18% | -17.1% |
| Q3 2023 | $313,862 | -14.0% | 6,421 | -14.5% | 0.22% | -22.6% |
| Q3 2022 | $365,000 | +9.6% | 7,507 | +14.0% | 0.28% | +16.7% |
| Q2 2022 | $333,000 | -59.7% | 6,587 | -54.3% | 0.24% | -46.2% |
| Q2 2021 | $826,000 | -77.4% | 14,428 | -77.7% | 0.44% | -77.6% |
| Q1 2021 | $3,651,000 | +3.4% | 64,704 | +3.9% | 1.98% | +0.1% |
| Q4 2020 | $3,532,000 | – | 62,256 | – | 1.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 207,906 | $10,418,180 | 10.96% |
| Financial Planning & Information Services, Inc. | 278,186 | $13,939,900 | 2.96% |
| Etesian Wealth Advisors, Inc. | 80,156 | $4,016,618 | 2.92% |
| EdgeRock Capital LLC | 102,577 | $5,140 | 2.87% |
| Family Capital Management, Inc. | 84,273 | $4,222,937 | 2.78% |
| BCGM Wealth Management, LLC | 110,766 | $5,550,481 | 2.70% |
| Magnus Financial Group LLC | 304,608 | $15,263,889 | 2.48% |
| ERn Financial, LLC | 210,840 | $10,565,192 | 2.41% |
| Sebold Capital Management, Inc. | 57,842 | $2,898,469 | 2.38% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 79,403 | $3,978,882 | 2.18% |