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 | $366,361 | -43.7% | 18,899 | -42.7% | 0.01% | -39.1% |
| Q2 2023 | $650,732 | +3.2% | 32,965 | +3.9% | 0.02% | +9.5% |
| Q1 2023 | $630,531 | -28.7% | 31,716 | -29.2% | 0.02% | -34.4% |
| Q4 2022 | $884,392 | -10.2% | 44,802 | -11.4% | 0.03% | -15.8% |
| Q3 2022 | $985,000 | +6.6% | 50,544 | +8.6% | 0.04% | +18.8% |
| Q2 2022 | $924,000 | +52.5% | 46,543 | +54.2% | 0.03% | +77.8% |
| Q1 2022 | $606,000 | -1.0% | 30,177 | +2.6% | 0.02% | +5.9% |
| Q4 2021 | $612,000 | +12.3% | 29,408 | +12.6% | 0.02% | +6.2% |
| Q3 2021 | $545,000 | +5.0% | 26,112 | +5.1% | 0.02% | +6.7% |
| Q2 2021 | $519,000 | +16.4% | 24,843 | +16.0% | 0.02% | +7.1% |
| Q1 2021 | $446,000 | +25.3% | 21,408 | +25.1% | 0.01% | +16.7% |
| Q4 2020 | $356,000 | – | 17,117 | – | 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% |