FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,263,437 | -1.9% | 65,176 | -0.2% | 0.01% | 0.0% |
| Q2 2023 | $1,288,548 | -0.9% | 65,276 | -0.2% | 0.01% | -6.7% |
| Q1 2023 | $1,300,669 | -6.1% | 65,426 | -6.8% | 0.02% | -6.2% |
| Q4 2022 | $1,385,274 | +1.3% | 70,176 | 0.0% | 0.02% | -11.1% |
| Q3 2022 | $1,368,000 | +42.6% | 70,176 | +45.2% | 0.02% | +50.0% |
| Q2 2022 | $959,000 | – | 48,326 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SUTTON PLACE INVESTORS LLC | 116,780 | $2,430,000 | 2.79% |
| Hedeker Wealth, LLC | 127,275 | $2,648,000 | 0.77% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 78,607 | $1,635,000 | 0.68% |
| Principle Wealth Partners LLC | 286,790 | $5,968,000 | 0.63% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 61,804 | $1,286,000 | 0.60% |
| Landmark Wealth Management, LLC | 30,315 | $1,000 | 0.58% |
| Objective Capital Management, LLC | 37,450 | $779,000 | 0.55% |
| CONDOR CAPITAL MANAGEMENT | 231,431 | $4,816,000 | 0.52% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 34,144 | $711,000 | 0.50% |
| DHJJ Financial Advisors, Ltd. | 48,474 | $1,009,000 | 0.47% |