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 | $1,043,686 | -21.9% | 21,352 | -19.0% | 0.10% | -16.9% |
| Q2 2023 | $1,335,520 | -0.5% | 26,352 | 0.0% | 0.12% | +1.6% |
| Q1 2023 | $1,342,257 | -14.6% | 26,352 | -15.9% | 0.12% | -15.9% |
| Q4 2022 | $1,571,049 | -12.6% | 31,352 | -15.1% | 0.14% | -16.2% |
| Q3 2022 | $1,798,000 | -3.7% | 36,909 | 0.0% | 0.17% | +3.6% |
| Q2 2022 | $1,868,000 | -29.1% | 36,909 | -25.6% | 0.17% | -20.1% |
| Q1 2022 | $2,633,000 | -24.7% | 49,629 | -19.1% | 0.21% | -21.7% |
| Q4 2021 | $3,497,000 | -0.6% | 61,363 | -0.9% | 0.27% | -5.7% |
| Q3 2021 | $3,517,000 | +31.5% | 61,943 | +32.7% | 0.28% | +33.5% |
| Q2 2021 | $2,674,000 | +56.1% | 46,684 | +53.8% | 0.21% | +48.3% |
| Q1 2021 | $1,713,000 | +46.5% | 30,351 | +47.3% | 0.14% | +34.9% |
| Q4 2020 | $1,169,000 | -1.4% | 20,599 | -3.4% | 0.11% | -10.2% |
| Q3 2020 | $1,186,000 | +1.1% | 21,328 | 0.0% | 0.12% | -2.5% |
| Q2 2020 | $1,173,000 | -8.9% | 21,328 | -10.5% | 0.12% | -21.4% |
| Q1 2020 | $1,288,000 | +36.2% | 23,828 | +39.9% | 0.15% | +73.0% |
| Q4 2019 | $946,000 | +23.8% | 17,028 | +23.9% | 0.09% | +18.7% |
| Q3 2019 | $764,000 | +50.7% | 13,747 | +48.6% | 0.08% | +50.0% |
| Q2 2019 | $507,000 | +113.9% | 9,250 | +110.2% | 0.05% | +108.3% |
| Q1 2019 | $237,000 | +79.5% | 4,400 | +76.0% | 0.02% | +60.0% |
| Q4 2018 | $132,000 | +0.8% | 2,500 | 0.0% | 0.02% | +15.4% |
| Q3 2018 | $131,000 | – | 2,500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vishria Bird Financial Group, LLC | 219,106 | $12,550,000 | 6.18% |
| CWA Asset Management Group, LLC | 1,248,489 | $68,758,000 | 5.58% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 191,091 | $10,945,000 | 4.90% |
| ERn Financial, LLC | 230,232 | $13,188,000 | 4.67% |
| Frisch Financial Group, Inc. | 244,592 | $14,010,000 | 4.41% |
| Tower Wealth Partners, Inc. | 68,598 | $3,929,000 | 4.32% |
| Blackhawk Capital Partners LLC. | 110,513 | $6,236,000 | 4.22% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 127,224 | $7,287,000 | 3.73% |
| Eldridge Investment Advisors, Inc. | 159,074 | $9,112,000 | 3.30% |
| TL Private Wealth | 96,674 | $5,537,000 | 3.23% |