FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 285 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,284,126 | -15.6% | 26,271 | -12.5% | 1.06% | -12.4% |
| Q2 2023 | $1,521,667 | -4.1% | 30,025 | -3.6% | 1.21% | -9.6% |
| Q1 2023 | $1,587,055 | -18.6% | 31,158 | -19.9% | 1.34% | -23.8% |
| Q4 2022 | $1,948,828 | -7.6% | 38,891 | -10.9% | 1.76% | -14.4% |
| Q3 2022 | $2,110,000 | -11.2% | 43,669 | -7.0% | 2.05% | -18.9% |
| Q2 2022 | $2,377,000 | -9.2% | 46,976 | -7.2% | 2.53% | -0.8% |
| Q1 2022 | $2,617,000 | -7.6% | 50,597 | +1.8% | 2.55% | +1.7% |
| Q4 2021 | $2,832,000 | – | 49,694 | – | 2.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 221,674 | $11,234,460 | 9.40% |
| Frisch Financial Group, Inc. | 239,424 | $12,134 | 5.82% |
| Main Line Retirement Advisors, LLC | 62,465 | $3,165,732 | 2.98% |
| Family Capital Management, Inc. | 92,428 | $4,684,270 | 2.92% |
| Financial Planning & Information Services, Inc. | 287,903 | $14,590,924 | 2.69% |
| Landmark Wealth Management, LLC | 59,719 | $3,027 | 2.68% |
| BCGM Wealth Management, LLC | 118,243 | $5,992,566 | 2.64% |
| Etesian Wealth Advisors, Inc. | 78,192 | $3,962,771 | 2.59% |
| EdgeRock Capital LLC | 104,661 | $5,304,231 | 2.57% |
| Kowal Investment Group, LLC | 188,790 | $9,567,880 | 2.56% |