FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| LWS Wealth Advisors, Inc. | 583,783 | $11,606,000 | 4.76% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 382,906 | $7,612 | 3.11% |
| Insight Inv LLC | 79,330 | $1,577,080 | 1.70% |
| Vishria Bird Financial Group, LLC | 93,255 | $1,854 | 1.19% |
| RMR Wealth Builders | 280,673 | $5,579,783 | 1.06% |
| SWMG, LLC | 80,276 | $1,595,887 | 0.89% |
| SUTTON PLACE INVESTORS LLC | 31,100 | $618,268 | 0.84% |
| TruWealth Advisors, LLC | 444,762 | $8,841,862 | 0.81% |
| Per Stirling Capital Management, LLC. | 182,409 | $3,626,295 | 0.78% |
| Econ Financial Services Corp | 51,558 | $1,024,973 | 0.78% |