FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830. A total of 108 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,480,484 | -4.7% | 179,545 | -2.9% | 0.03% | -3.2% |
| Q2 2023 | $3,650,303 | +2.7% | 184,919 | +3.4% | 0.03% | 0.0% |
| Q1 2023 | $3,555,238 | +5.0% | 178,835 | +4.3% | 0.03% | 0.0% |
| Q4 2022 | $3,386,098 | -1.3% | 171,535 | -2.5% | 0.03% | -54.4% |
| Q3 2022 | $3,429,000 | -2.0% | 175,867 | -0.2% | 0.07% | +21.4% |
| Q2 2022 | $3,498,000 | +8.3% | 176,232 | +9.6% | 0.06% | +21.7% |
| Q1 2022 | $3,230,000 | +23.3% | 160,797 | +27.7% | 0.05% | +21.1% |
| Q4 2021 | $2,620,000 | +263.9% | 125,879 | +264.7% | 0.04% | +245.5% |
| Q3 2021 | $720,000 | +28.6% | 34,519 | +29.0% | 0.01% | +22.2% |
| Q2 2021 | $560,000 | – | 26,763 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keudell/Morrison Wealth Management | 183,158 | $3,636,000 | 1.32% |
| Hedeker Wealth, LLC | 132,531 | $2,651,000 | 0.92% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 78,096 | $1,550,000 | 0.86% |
| Advisory Resource Group | 116,208 | $2,307,000 | 0.76% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 36,805 | $731,000 | 0.70% |
| Alta Wealth Advisors LLC | 43,499 | $866,000 | 0.60% |
| RMR Wealth Builders | 120,785 | $2,398,000 | 0.60% |
| DHJJ Financial Advisors, Ltd. | 44,028 | $875,000 | 0.49% |
| Principle Wealth Partners LLC | 201,810 | $4,006,000 | 0.48% |
| Objective Capital Management, LLC | 21,900 | $435,000 | 0.44% |