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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,860,000 | +17.6% | 560,311 | +19.8% | 0.02% | +11.1% |
| Q2 2023 | $9,235,000 | -45.6% | 467,888 | -45.2% | 0.02% | -51.4% |
| Q1 2023 | $16,970,000 | -6.0% | 853,457 | -6.7% | 0.04% | -9.8% |
| Q4 2022 | $18,058,000 | +26.9% | 914,951 | +25.4% | 0.04% | +7.9% |
| Q3 2022 | $14,230,000 | -40.7% | 729,843 | -39.7% | 0.04% | -38.7% |
| Q2 2022 | $24,015,000 | +64.5% | 1,210,493 | +66.6% | 0.06% | +87.9% |
| Q1 2022 | $14,595,000 | -0.2% | 726,797 | +3.4% | 0.03% | +3.1% |
| Q4 2021 | $14,631,000 | +55.8% | 702,985 | +56.2% | 0.03% | +28.0% |
| Q3 2021 | $9,392,000 | -0.2% | 450,000 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $9,408,000 | – | 450,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 359,712 | $6,973 | 2.75% |
| Insight Inv LLC | 88,230 | $1,708,574 | 1.89% |
| RMR Wealth Builders | 392,755 | $7,613,561 | 1.22% |
| Vishria Bird Financial Group, LLC | 91,388 | $1,772 | 1.00% |
| TruWealth Advisors, LLC | 502,732 | $9,745,458 | 0.84% |
| SUTTON PLACE INVESTORS LLC | 31,100 | $602,874 | 0.78% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 69,138 | $1,340,240 | 0.75% |
| Nilsine Partners, LLC | 217,456 | $4,215,385 | 0.64% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 35,903 | $694,903 | 0.62% |
| LWS Wealth Advisors, Inc. | 68,816 | $1,334,000 | 0.58% |