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 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
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 Q1 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