Congress Wealth Management LLC / DE / - 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 266 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$33,410,693
-4.3%
683,524
-0.7%
0.69%
-14.7%
Q2 2023$34,897,031
-31.9%
688,575
-31.5%
0.81%
-34.5%
Q1 2023$51,228,829
+4.1%
1,005,754
+2.4%
1.24%
-2.4%
Q4 2022$49,217,531
+101.1%
982,189
+95.5%
1.27%
+91.8%
Q3 2022$24,475,000
-3.4%
502,356
+0.4%
0.66%
+2.0%
Q2 2022$25,325,000
-52.8%
500,397
-50.6%
0.65%
-44.8%
Q1 2022$53,697,000
-7.8%
1,012,009
-1.0%
1.17%
+1.2%
Q4 2021$58,227,0001,021,8961.16%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
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