FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5 | 0.0% | 0 | – | 0.00% | – |
| Q2 2023 | $5 | 0.0% | 0 | – | 0.00% | – |
| Q1 2023 | $5 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $26,871 | -90.2% | 1,361 | -90.3% | 0.02% | -91.6% |
| Q3 2022 | $274,000 | -48.7% | 14,041 | -47.8% | 0.20% | -52.2% |
| Q2 2022 | $534,000 | -50.5% | 26,886 | -49.9% | 0.42% | -43.6% |
| Q1 2022 | $1,078,000 | +127.4% | 53,632 | +135.3% | 0.75% | +107.7% |
| Q4 2021 | $474,000 | +500.0% | 22,793 | +497.8% | 0.36% | +476.2% |
| Q3 2021 | $79,000 | 0.0% | 3,813 | +0.4% | 0.06% | +10.5% |
| Q2 2021 | $79,000 | -13.2% | 3,799 | -12.9% | 0.06% | -20.8% |
| Q1 2021 | $91,000 | – | 4,362 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avestar Capital, LLC | 86,168 | $1,732,000 | 0.95% |
| Larson Financial Group LLC | 14,868 | $299,000 | 0.19% |
| Barber Financial Group, Inc. | 24,584 | $494,000 | 0.16% |
| Principle Wealth Partners LLC | 19,880 | $400,000 | 0.15% |
| LVZ, Inc. | 24,460 | $492,000 | 0.12% |
| OneDigital Investment Advisors LLC | 39,885 | $802,000 | 0.07% |
| Atria Investments, Inc | 40,225 | $809,000 | 0.06% |
| Stratos Wealth Partners, LTD. | 64,050 | $1,287,000 | 0.06% |
| Financial Enhancement Group LLC | 9,290 | $187,000 | 0.06% |
| Snowden Capital Advisors LLC | 11,000 | $221,096 | 0.02% |