Integrated Wealth Concepts LLC - 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 51 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$1,039,798
+1.9%
53,639
+3.8%
0.02%
+5.9%
Q2 2023$1,020,203
+99238.2%
51,6820.0%0.02%
-19.0%
Q1 2023$1,027
+0.6%
51,682
-0.1%
0.02%
-25.0%
Q4 2022$1,021
-99.9%
51,7170.0%0.03%
-12.5%
Q3 2022$1,008,000
-1.9%
51,7170.0%0.03%0.0%
Q2 2022$1,027,000
+280.4%
51,717
+298.9%
0.03%
+300.0%
Q4 2021$270,000
-1.5%
12,964
-1.3%
0.01%
-11.1%
Q3 2021$274,0000.0%13,134
+0.1%
0.01%
-10.0%
Q2 2021$274,00013,1270.01%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2021
NameSharesValueWeighting ↓
SUTTON PLACE INVESTORS LLC 116,780$2,430,0002.79%
Hedeker Wealth, LLC 127,275$2,648,0000.77%
FSB PREMIER WEALTH MANAGEMENT, INC. 78,607$1,635,0000.68%
Principle Wealth Partners LLC 286,790$5,968,0000.63%
NORTHWEST WEALTH MANAGEMENT, LLC 61,804$1,286,0000.60%
Landmark Wealth Management, LLC 30,315$1,0000.58%
Objective Capital Management, LLC 37,450$779,0000.55%
CONDOR CAPITAL MANAGEMENT 231,431$4,816,0000.52%
ARBOR CAPITAL MANAGEMENT INC /ADV 34,144$711,0000.50%
DHJJ Financial Advisors, Ltd. 48,474$1,009,0000.47%
View complete list of FIRST TR EXCH TRADED FD III shareholders