FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 290 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $966,314 | +9.3% | 18,703 | +3.5% | 0.36% | +1.4% |
Q3 2023 | $883,748 | -2.4% | 18,079 | +1.2% | 0.35% | +0.9% |
Q2 2023 | $905,581 | -3.6% | 17,867 | -3.1% | 0.35% | -8.4% |
Q1 2023 | $939,226 | +2.4% | 18,438 | +0.7% | 0.38% | +7.3% |
Q4 2022 | $917,485 | -12.6% | 18,309 | -15.1% | 0.36% | -20.5% |
Q3 2022 | $1,050,000 | -3.4% | 21,561 | +0.4% | 0.45% | -0.4% |
Q2 2022 | $1,087,000 | +39.7% | 21,469 | +46.4% | 0.45% | +59.4% |
Q1 2022 | $778,000 | +128.2% | 14,666 | +144.8% | 0.28% | +137.8% |
Q4 2021 | $341,000 | – | 5,990 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PFS Partners, LLC | 341,039 | $18,095,531 | 15.65% |
Vishria Bird Financial Group, LLC | 214,137 | $11,362,000 | 6.28% |
CWA Asset Management Group, LLC | 1,384,306 | $73,451,000 | 5.60% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 199,176 | $10,568,000 | 4.33% |
MONEYWISE, INC. | 108,349 | $5,749,000 | 3.79% |
FSB PREMIER WEALTH MANAGEMENT, INC. | 128,284 | $6,597,000 | 3.31% |
Tower Wealth Partners, Inc. | 57,142 | $3,032,000 | 3.29% |
Frisch Financial Group, Inc. | 186,850 | $9,914,000 | 3.18% |
BCGM Wealth Management, LLC | 108,525 | $5,572,000 | 3.03% |
Financial Planners of Cleveland, Inc. | 135,532 | $7,191,000 | 3.02% |