FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830. A total of 120 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,164,895 | -7.6% | 58,923 | -7.3% | 0.01% | -11.1% |
| Q1 2024 | $1,260,431 | -0.6% | 63,546 | +0.0% | 0.01% | -10.0% |
| Q4 2023 | $1,267,617 | -1.4% | 63,540 | -4.2% | 0.01% | -9.1% |
| Q3 2023 | $1,285,836 | -2.2% | 66,331 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $1,314,137 | +3.7% | 66,572 | +4.5% | 0.01% | -8.3% |
| Q1 2023 | $1,266,921 | +106274.6% | 63,728 | +5.6% | 0.01% | – |
| Q4 2022 | $1,191 | -99.9% | 60,343 | -38.3% | 0.00% | -100.0% |
| Q3 2022 | $1,908,000 | +0.1% | 97,876 | +1.9% | 0.02% | +29.4% |
| Q2 2022 | $1,906,000 | +700.8% | 96,017 | +742.1% | 0.02% | +750.0% |
| Q3 2021 | $238,000 | +155.9% | 11,402 | +151.8% | 0.00% | +100.0% |
| Q2 2020 | $93,000 | – | 4,529 | – | 0.00% | – |
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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% |