FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830. A total of 108 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,357,759 | -19.4% | 1,101,767 | -17.9% | 0.02% | -21.1% |
| Q2 2023 | $26,482,508 | -1.8% | 1,341,566 | -1.1% | 0.02% | -9.5% |
| Q1 2023 | $26,964,442 | +18.6% | 1,356,360 | +17.7% | 0.02% | +10.5% |
| Q4 2022 | $22,743,532 | -6.3% | 1,152,155 | -7.4% | 0.02% | -17.4% |
| Q3 2022 | $24,269,000 | +2.2% | 1,244,888 | +4.0% | 0.02% | 0.0% |
| Q2 2022 | $23,751,000 | +73.9% | 1,196,542 | +76.0% | 0.02% | +91.7% |
| Q1 2022 | $13,658,000 | +14.4% | 680,016 | +18.6% | 0.01% | +20.0% |
| Q4 2021 | $11,936,000 | +16.9% | 573,591 | +17.2% | 0.01% | 0.0% |
| Q3 2021 | $10,210,000 | +10.9% | 489,221 | +11.1% | 0.01% | +11.1% |
| Q2 2021 | $9,208,000 | -17.5% | 440,440 | -17.8% | 0.01% | -30.8% |
| Q1 2021 | $11,160,000 | +102.2% | 536,137 | +102.2% | 0.01% | +85.7% |
| Q4 2020 | $5,518,000 | +40.0% | 265,141 | +39.0% | 0.01% | +16.7% |
| Q3 2020 | $3,942,000 | +9.9% | 190,812 | +9.2% | 0.01% | 0.0% |
| Q2 2020 | $3,587,000 | +9.7% | 174,812 | +7.5% | 0.01% | -14.3% |
| Q1 2020 | $3,269,000 | – | 162,646 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keudell/Morrison Wealth Management | 183,158 | $3,636,000 | 1.32% |
| Hedeker Wealth, LLC | 132,531 | $2,651,000 | 0.92% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 78,096 | $1,550,000 | 0.86% |
| Advisory Resource Group | 116,208 | $2,307,000 | 0.76% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 36,805 | $731,000 | 0.70% |
| Alta Wealth Advisors LLC | 43,499 | $866,000 | 0.60% |
| RMR Wealth Builders | 120,785 | $2,398,000 | 0.60% |
| DHJJ Financial Advisors, Ltd. | 44,028 | $875,000 | 0.49% |
| Principle Wealth Partners LLC | 201,810 | $4,006,000 | 0.48% |
| Objective Capital Management, LLC | 21,900 | $435,000 | 0.44% |