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 | $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 ↓ |
|---|---|---|---|
| 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% |