FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 279 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,176,871 | -6.9% | 44,535 | -3.4% | 1.79% | -4.5% |
| Q2 2023 | $2,337,159 | +0.3% | 46,116 | +0.9% | 1.87% | -3.7% |
| Q1 2023 | $2,329,137 | +2.1% | 45,727 | +0.4% | 1.94% | -2.1% |
| Q4 2022 | $2,281,258 | +4.7% | 45,525 | +0.9% | 1.99% | -4.0% |
| Q3 2022 | $2,179,000 | -10.2% | 45,113 | -5.9% | 2.07% | -35.8% |
| Q2 2022 | $2,426,000 | -20.0% | 47,941 | -16.1% | 3.22% | -2.1% |
| Q1 2022 | $3,032,000 | -7.5% | 57,142 | -0.7% | 3.29% | -0.9% |
| Q4 2021 | $3,278,000 | -17.8% | 57,536 | -18.1% | 3.32% | -21.0% |
| Q3 2021 | $3,989,000 | +1.5% | 70,246 | +2.4% | 4.21% | -2.7% |
| Q2 2021 | $3,929,000 | +8.7% | 68,598 | +7.1% | 4.32% | -7.2% |
| Q1 2021 | $3,614,000 | -3.2% | 64,037 | -2.7% | 4.66% | +8.9% |
| Q4 2020 | $3,733,000 | – | 65,807 | – | 4.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 224,098 | $11,414,571 | 11.15% |
| Frisch Financial Group, Inc. | 227,057 | $11,565 | 4.49% |
| Etesian Wealth Advisors, Inc. | 87,400 | $4,451,781 | 2.96% |
| Financial Planning & Information Services, Inc. | 289,879 | $14,765,190 | 2.86% |
| EdgeRock Capital LLC | 107,445 | $5,473 | 2.81% |
| BCGM Wealth Management, LLC | 109,262 | $5,565,352 | 2.81% |
| Atlas Private Wealth Management, LLC | 85,895 | $4,375,122 | 2.63% |
| ERn Financial, LLC | 223,777 | $11,398,261 | 2.51% |
| Sebold Capital Management, Inc. | 60,427 | $3,077,892 | 2.43% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 84,632 | $4,310,790 | 2.40% |