JOURNEY STRATEGIC WEALTH LLC - 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 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
JOURNEY STRATEGIC WEALTH LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$2,828,517
+24.6%
57,866
+29.2%
0.14%
+31.1%
Q2 2023$2,269,786
+11.3%
44,787
+11.9%
0.10%
-51.9%
Q1 2023$2,039,411
+2.6%
40,039
+1.0%
0.21%
-8.5%
Q4 2022$1,986,972
+23.3%
39,653
+19.8%
0.23%
+7.3%
Q3 2022$1,612,000
-3.5%
33,092
+0.3%
0.22%
-2.7%
Q2 2022$1,670,000
+470.0%
32,994
+541.9%
0.22%
+646.7%
Q4 2021$293,0005,1400.03%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2022
NameSharesValueWeighting ↓
Coyle Financial Counsel LLC 5,800$306,0000.41%
Occidental Asset Management, LLC 10,500$554,0000.33%
IFC Holdings Incorporated/FL 72,917$3,844,0000.29%
Capital Investment Advisory Services, LLC 7,635$403,0000.26%
Clearwater Capital Advisors, LLC 19,647$1,035,0000.26%
First Heartland Consultants, Inc. 13,998$739,0000.19%
BerganKDV Wealth Management, LLC 8,701$459,0000.13%
LVZ, Inc. 6,724$355,0000.12%
Camelot Portfolios, LLC 4,339$229,0000.11%
USCA RIA LLC 14,706$776,0000.10%
View complete list of FIRST TR EXCH TRADED FD III shareholders