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 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
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 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