FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830. A total of 104 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,267,092 | -55.9% | 116,951 | -54.8% | 0.10% | -9.7% |
| Q2 2023 | $5,135,204 | +94.8% | 258,506 | +96.0% | 0.11% | -1.7% |
| Q1 2023 | $2,636,437 | +95735.6% | 131,888 | -4.3% | 0.12% | +57.5% |
| Q4 2022 | $2,751 | -99.9% | 137,817 | +18.8% | 0.07% | +21.7% |
| Q3 2022 | $2,318,000 | +145.3% | 116,047 | +145.3% | 0.06% | +100.0% |
| Q2 2022 | $945,000 | -46.0% | 47,312 | -45.9% | 0.03% | +36.4% |
| Q1 2022 | $1,749,000 | +150.6% | 87,398 | +161.7% | 0.02% | +57.1% |
| Q4 2021 | $698,000 | +24.9% | 33,390 | +26.0% | 0.01% | +27.3% |
| Q3 2021 | $559,000 | +31.5% | 26,498 | +30.3% | 0.01% | +22.2% |
| Q2 2021 | $425,000 | – | 20,329 | – | 0.01% | – |
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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% |