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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,677,106 | +3.2% | 84,361 | +2.5% | 0.30% | -34.2% |
| Q4 2022 | $1,624,889 | -2.2% | 82,315 | -3.5% | 0.45% | -6.8% |
| Q3 2022 | $1,662,000 | +2.2% | 85,276 | +4.1% | 0.48% | +81.6% |
| Q2 2022 | $1,626,000 | -22.1% | 81,898 | -21.2% | 0.27% | -4.3% |
| Q1 2022 | $2,087,000 | -7.1% | 103,909 | -3.8% | 0.28% | +3.0% |
| Q4 2021 | $2,247,000 | -5.0% | 107,959 | -4.8% | 0.27% | -11.8% |
| Q3 2021 | $2,366,000 | +21.7% | 113,348 | +21.9% | 0.31% | +15.9% |
| Q2 2021 | $1,944,000 | +13.3% | 92,964 | +12.8% | 0.26% | +5.2% |
| Q1 2021 | $1,716,000 | +43.4% | 82,426 | +43.3% | 0.25% | +14.6% |
| Q4 2020 | $1,197,000 | +14.3% | 57,515 | +13.4% | 0.22% | -4.4% |
| Q3 2020 | $1,047,000 | +28.8% | 50,701 | +27.9% | 0.23% | +17.4% |
| Q2 2020 | $813,000 | +64.6% | 39,627 | +61.2% | 0.20% | +25.0% |
| Q1 2020 | $494,000 | – | 24,584 | – | 0.16% | – |
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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% |