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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $453,000 | – | 8,539 | – | 0.26% | – |
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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% |