FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 233 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $833,103 | +39.9% | 17,044 | +45.1% | 0.02% | +41.7% |
| Q2 2023 | $595,376 | -7.9% | 11,748 | -7.4% | 0.01% | -14.3% |
| Q1 2023 | $646,543 | +26.4% | 12,693 | +24.4% | 0.01% | +16.7% |
| Q4 2022 | $511,423 | +18.4% | 10,206 | +15.1% | 0.01% | +9.1% |
| Q3 2022 | $432,000 | +103.8% | 8,867 | +111.4% | 0.01% | +120.0% |
| Q2 2022 | $212,000 | -35.4% | 4,194 | -32.1% | 0.01% | -28.6% |
| Q1 2022 | $328,000 | -43.3% | 6,175 | -39.2% | 0.01% | -41.7% |
| Q4 2021 | $578,000 | +1.8% | 10,150 | +1.5% | 0.01% | 0.0% |
| Q3 2021 | $568,000 | -11.4% | 9,997 | -10.7% | 0.01% | -14.3% |
| Q2 2021 | $641,000 | +16.3% | 11,198 | +14.6% | 0.01% | 0.0% |
| Q1 2021 | $551,000 | +4.2% | 9,769 | +4.8% | 0.01% | 0.0% |
| Q4 2020 | $529,000 | – | 9,325 | – | 0.01% | – |
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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% |