Icon Wealth Advisors, LLC - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 270 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%.

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Quarter-by-quarter ownership
Icon Wealth Advisors, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2024$253,764
+1.2%
4,932
+1.1%
0.02%0.0%
Q1 2024$250,632
-0.1%
4,880
+0.5%
0.02%
-11.5%
Q4 2023$250,798
-34.9%
4,854
-36.8%
0.03%
-40.9%
Q4 2022$385,095
+102866.6%
7,6850.0%0.04%
-2.2%
Q3 2022$374–7,685–0.04%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2023
NameSharesValueWeighting ↓
Wiser Advisor Group LLC 58,222$2,972,7664.67%
Frisch Financial Group, Inc. 184,723$9,4322.86%
Landmark Wealth Management, LLC 64,839$3,3112.58%
Main Line Retirement Advisors, LLC 63,679$3,250,7922.49%
Etesian Wealth Advisors, Inc. 83,255$4,251,0012.39%
FSB PREMIER WEALTH MANAGEMENT, INC. 93,463$4,772,2212.16%
ERn Financial, LLC 501,866$25,625,2482.13%
OPINICUS CAPITAL, INC. 47,109$2,405,3652.03%
Kowal Investment Group, LLC 193,226$9,866,1301.97%
Vantage Financial Partners Ltd., Inc. 153,872$7,856,7041.95%
View complete list of FIRST TR EXCH TRADED FD III shareholders