Financial Advocates Investment Management - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830. A total of 72 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$664,029
-7.8%
34,255
-6.1%
0.05%
-5.9%
Q2 2023$719,881
+21.5%
36,468
+22.4%
0.05%
+18.6%
Q1 2023$592,437
-10.4%
29,801
-11.0%
0.04%
-12.2%
Q4 2022$661,119
+0.5%
33,491
-0.8%
0.05%
-9.3%
Q3 2022$658,000
+33.7%
33,753
+36.2%
0.05%
+35.0%
Q2 2022$492,000
+16.3%
24,780
+17.6%
0.04%
+42.9%
Q1 2022$423,000
-1.2%
21,066
+2.4%
0.03%
+3.7%
Q4 2021$428,000
+10.6%
20,579
+10.9%
0.03%
+3.8%
Q3 2021$387,000
-0.3%
18,5620.0%0.03%0.0%
Q2 2021$388,000
-20.8%
18,562
-21.1%
0.03%
-25.7%
Q1 2021$490,000
+54.6%
23,540
+54.6%
0.04%
+59.1%
Q4 2020$317,00015,2310.02%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2021
NameSharesValueWeighting ↓
LWS Wealth Advisors, Inc. 583,783$11,606,0004.76%
OGOREK ANTHONY JOSEPH /NY/ /ADV 382,906$7,6123.11%
Insight Inv LLC 79,330$1,577,0801.70%
Vishria Bird Financial Group, LLC 93,255$1,8541.19%
RMR Wealth Builders 280,673$5,579,7831.06%
SWMG, LLC 80,276$1,595,8870.89%
SUTTON PLACE INVESTORS LLC 31,100$618,2680.84%
TruWealth Advisors, LLC 444,762$8,841,8620.81%
Per Stirling Capital Management, LLC. 182,409$3,626,2950.78%
Econ Financial Services Corp 51,558$1,024,9730.78%
View complete list of FIRST TR EXCH TRADED FD III shareholders