FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 4 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,885 | -3.4% | 7,915 | -0.6% | 0.42% | +1.0% |
| Q2 2023 | $400,669 | -3.3% | 7,964 | -2.2% | 0.42% | -12.0% |
| Q1 2023 | $414,420 | -6.5% | 8,144 | -7.9% | 0.47% | -10.7% |
| Q4 2022 | $443,123 | -1.4% | 8,843 | -4.1% | 0.53% | -9.1% |
| Q3 2022 | $449,345 | -28.0% | 9,223 | -25.2% | 0.58% | -25.7% |
| Q2 2022 | $623,819 | -15.4% | 12,326 | -11.3% | 0.79% | +10.5% |
| Q1 2022 | $737,269 | -10.6% | 13,895 | -4.0% | 0.71% | -7.9% |
| Q4 2021 | $824,786 | – | 14,475 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 222,567 | $10,879,108 | 9.59% |
| Frisch Financial Group, Inc. | 245,074 | $11,979 | 4.86% |
| Family Capital Management, Inc. | 88,695 | $4,335,419 | 2.86% |
| Atlas Private Wealth Management, LLC | 102,621 | $5,016,114 | 2.69% |
| Kowal Investment Group, LLC | 203,689 | $9,956,301 | 2.69% |
| Etesian Wealth Advisors, Inc. | 80,605 | $3,939,973 | 2.65% |
| ERn Financial, LLC | 249,562 | $12,198,602 | 2.65% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 96,465 | $4,715,209 | 2.62% |
| Financial Planning & Information Services, Inc. | 283,922 | $13,878,107 | 2.58% |
| BCGM Wealth Management, LLC | 109,180 | $5,336,725 | 2.45% |