OGOREK ANTHONY JOSEPH /NY/ /ADV - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 292 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2024$1,636
-13.3%
32,059
-12.7%
0.57%
-13.3%
Q1 2024$1,886
+0.2%
36,739
+0.8%
0.66%
-4.2%
Q4 2023$1,883
-19.6%
36,464
-23.9%
0.68%
-26.0%
Q3 2023$2,342
-4.7%
47,931
-1.2%
0.92%
-1.8%
Q2 2023$2,458
-2.8%
48,509
-2.3%
0.94%
-8.9%
Q1 2023$2,528
+11.8%
49,647
+9.9%
1.03%
+5.0%
Q4 2022$2,262
-100.0%
45,157
-76.7%
0.98%
-78.1%
Q3 2022$9,445,000
-3.9%
193,878
-0.2%
4.49%
-0.7%
Q2 2022$9,829,000
-7.0%
194,219
-2.5%
4.52%
+4.3%
Q1 2022$10,568,000
-4.1%
199,176
+3.0%
4.33%
-8.0%
Q4 2021$11,018,000
-0.3%
193,373
-0.7%
4.71%
-6.7%
Q3 2021$11,052,000
+1.0%
194,650
+1.9%
5.04%
+2.9%
Q2 2021$10,945,000
+3.0%
191,091
+1.4%
4.90%
-6.4%
Q1 2021$10,630,000
-10.3%
188,392
-9.8%
5.24%
-17.5%
Q4 2020$11,854,000
-10.9%
208,959
-12.7%
6.35%
-19.0%
Q3 2020$13,308,000
+4.4%
239,334
+3.2%
7.84%
-13.1%
Q2 2020$12,752,000
+1.9%
231,816
+0.2%
9.02%
+32.7%
Q1 2020$12,509,000
+2.3%
231,361
+5.1%
6.80%
+14.1%
Q4 2019$12,229,000
+8.8%
220,164
+8.8%
5.96%
-11.3%
Q3 2019$11,245,000
+3.9%
202,394
+2.4%
6.72%
-7.8%
Q2 2019$10,821,000
-1.1%
197,589
-2.8%
7.29%
+0.5%
Q1 2019$10,943,000203,2257.26%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 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