Collaborative Wealth Managment 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 285 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$434,006
-12.7%
8,879
-9.5%
0.26%
-12.5%
Q2 2023$497,221
+13.2%
9,811
+13.8%
0.30%
+6.9%
Q1 2023$439,219
+1.3%
8,623
-0.3%
0.28%
-2.8%
Q4 2022$433,552
-2.1%
8,652
-4.7%
0.28%
-9.2%
Q3 2022$443,000
-1.1%
9,083
+2.7%
0.31%
+6.8%
Q2 2022$448,000
+6.7%
8,843
+19.9%
0.29%
+27.8%
Q4 2021$420,000
-7.3%
7,374
-13.6%
0.23%
-11.9%
Q1 2021$453,0008,5390.26%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2022
NameSharesValueWeighting ↓
PFS Partners, LLC 341,039$18,095,53115.65%
Vishria Bird Financial Group, LLC 214,137$11,362,0006.28%
CWA Asset Management Group, LLC 1,384,306$73,451,0005.60%
OGOREK ANTHONY JOSEPH /NY/ /ADV 199,176$10,568,0004.33%
MONEYWISE, INC. 108,349$5,749,0003.79%
FSB PREMIER WEALTH MANAGEMENT, INC. 128,284$6,597,0003.31%
Tower Wealth Partners, Inc. 57,142$3,032,0003.29%
Frisch Financial Group, Inc. 186,850$9,914,0003.18%
BCGM Wealth Management, LLC 108,525$5,572,0003.03%
Financial Planners of Cleveland, Inc. 135,532$7,191,0003.02%
View complete list of FIRST TR EXCH TRADED FD III shareholders