FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $195,168 | -1.8% | 10,068 | 0.0% | 0.03% | +10.7% |
Q2 2023 | $198,742 | -0.7% | 10,068 | 0.0% | 0.03% | -3.4% |
Q1 2023 | $200,152 | -33.4% | 10,068 | -33.9% | 0.03% | -38.3% |
Q4 2022 | $300,739 | +1.3% | 15,235 | 0.0% | 0.05% | -9.6% |
Q3 2022 | $297,000 | -1.7% | 15,235 | 0.0% | 0.05% | +2.0% |
Q2 2022 | $302,000 | -1.3% | 15,235 | 0.0% | 0.05% | +18.6% |
Q1 2022 | $306,000 | -18.8% | 15,235 | -16.0% | 0.04% | -14.0% |
Q4 2021 | $377,000 | -26.5% | 18,135 | -26.2% | 0.05% | -31.5% |
Q3 2021 | $513,000 | +24.8% | 24,570 | +24.9% | 0.07% | +21.7% |
Q2 2021 | $411,000 | -19.3% | 19,670 | -19.6% | 0.06% | -24.1% |
Q1 2021 | $509,000 | 0.0% | 24,460 | 0.0% | 0.08% | -7.1% |
Q4 2020 | $509,000 | +0.8% | 24,460 | 0.0% | 0.08% | -18.3% |
Q3 2020 | $505,000 | +0.6% | 24,460 | 0.0% | 0.10% | -7.1% |
Q2 2020 | $502,000 | +2.0% | 24,460 | 0.0% | 0.11% | -6.7% |
Q1 2020 | $492,000 | +144.8% | 24,460 | +148.6% | 0.12% | +160.9% |
Q2 2019 | $201,000 | – | 9,840 | – | 0.05% | – |
Download |
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% |