Kowal Investment Group, LLC - 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
Kowal Investment Group, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$9,956,301
+4.1%
203,689
+7.9%
2.69%
+5.0%
Q2 2023$9,567,880
+27.4%
188,790
+28.1%
2.56%
+20.3%
Q1 2023$7,507,339
+3.5%
147,389
+1.8%
2.13%
-1.7%
Q4 2022$7,253,130
+13.0%
144,744
+9.9%
2.16%
-0.4%
Q3 2022$6,419,000
+4.0%
131,762
+8.0%
2.17%
+7.5%
Q2 2022$6,175,000
+0.1%
122,005
+4.9%
2.02%
+7.5%
Q1 2022$6,169,000
-2.1%
116,271
+5.2%
1.88%
+0.6%
Q4 2021$6,299,000
+12.0%
110,543
+11.6%
1.87%
+5.2%
Q3 2021$5,623,000
+23.3%
99,029
+24.4%
1.78%
+8.3%
Q2 2021$4,560,000
+27.1%
79,609
+25.3%
1.64%
+13.2%
Q1 2021$3,587,000
+81.3%
63,560
+82.3%
1.45%
+58.1%
Q4 2020$1,978,00034,8630.92%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 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