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 | $9,215,768 | +24.1% | 475,392 | +26.4% | 0.01% | +7.7% |
| Q2 2023 | $7,424,464 | +13.9% | 376,099 | +14.7% | 0.01% | +8.3% |
| Q1 2023 | $6,518,172 | +5.5% | 327,791 | +4.8% | 0.01% | -7.7% |
| Q4 2022 | $6,177,402 | +4.4% | 312,893 | +3.1% | 0.01% | -7.1% |
| Q3 2022 | $5,916,000 | +37.7% | 303,469 | +40.3% | 0.01% | +55.6% |
| Q2 2022 | $4,297,000 | +69.2% | 216,365 | +47.1% | 0.01% | +80.0% |
| Q1 2022 | $2,539,000 | -3.1% | 147,044 | +16.9% | 0.01% | 0.0% |
| Q4 2021 | $2,620,000 | +8.3% | 125,818 | +8.6% | 0.01% | 0.0% |
| Q3 2021 | $2,419,000 | -3.6% | 115,886 | -3.4% | 0.01% | 0.0% |
| Q2 2021 | $2,510,000 | +22.7% | 120,001 | +22.1% | 0.01% | 0.0% |
| Q1 2021 | $2,045,000 | +38.5% | 98,265 | +38.5% | 0.01% | +25.0% |
| Q4 2020 | $1,477,000 | -6.8% | 70,928 | -8.0% | 0.00% | -20.0% |
| Q3 2020 | $1,585,000 | +5.1% | 77,069 | +4.8% | 0.01% | 0.0% |
| Q2 2020 | $1,508,000 | -18.4% | 73,569 | -20.3% | 0.01% | -37.5% |
| Q1 2020 | $1,849,000 | – | 92,326 | – | 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% |