FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830. A total of 42 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $802 | +1.6% | 41,350 | +3.4% | 0.00% | 0.0% |
| Q2 2023 | $789 | -17.3% | 39,989 | -16.6% | 0.00% | -25.0% |
| Q1 2023 | $954 | -23.3% | 47,969 | -23.8% | 0.00% | -20.0% |
| Q4 2022 | $1,243 | -99.9% | 62,967 | -50.0% | 0.01% | -54.5% |
| Q3 2022 | $2,453,000 | +21.7% | 125,810 | +23.6% | 0.01% | +22.2% |
| Q2 2022 | $2,016,000 | +9.0% | 101,789 | +10.5% | 0.01% | +12.5% |
| Q1 2022 | $1,850,000 | -28.0% | 92,093 | -25.4% | 0.01% | -20.0% |
| Q4 2021 | $2,568,000 | +29.6% | 123,381 | +29.9% | 0.01% | +25.0% |
| Q3 2021 | $1,982,000 | -19.2% | 94,990 | -19.1% | 0.01% | -27.3% |
| Q2 2021 | $2,453,000 | -8.4% | 117,346 | -8.8% | 0.01% | -15.4% |
| Q1 2021 | $2,678,000 | +8.5% | 128,648 | +8.4% | 0.01% | +8.3% |
| Q4 2020 | $2,469,000 | +10.6% | 118,627 | +9.8% | 0.01% | -7.7% |
| Q3 2020 | $2,232,000 | -6.5% | 108,036 | -7.1% | 0.01% | -13.3% |
| Q2 2020 | $2,386,000 | +4.6% | 116,292 | +2.4% | 0.02% | -16.7% |
| Q1 2020 | $2,282,000 | +843.0% | 113,533 | +862.1% | 0.02% | +800.0% |
| Q4 2019 | $242,000 | +8.5% | 11,800 | +8.3% | 0.00% | 0.0% |
| Q3 2019 | $223,000 | +10.4% | 10,900 | +10.1% | 0.00% | 0.0% |
| Q2 2019 | $202,000 | +0.5% | 9,900 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $201,000 | – | 9,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWS Wealth Advisors, Inc. | 1,524,778 | $29,726,000 | 11.38% |
| Insight Inv LLC | 61,160 | $1,192,000 | 1.32% |
| RMR Wealth Builders | 233,588 | $4,554,000 | 1.11% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 86,549 | $1,687,000 | 0.99% |
| Advisory Resource Group | 113,555 | $2,214,000 | 0.73% |
| Alta Wealth Advisors LLC | 47,752 | $931,000 | 0.67% |
| TruWealth Advisors, LLC | 311,400 | $6,071,000 | 0.64% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 35,047 | $685,000 | 0.62% |
| Keudell/Morrison Wealth Management | 82,239 | $1,603,000 | 0.60% |
| Hedeker Wealth, LLC | 67,921 | $1,324,000 | 0.52% |