Principle Wealth Partners LLC - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830. A total of 105 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$1,890,860
-6.0%
97,542
-4.3%
0.19%
-5.9%
Q2 2023$2,011,700
-1.8%
101,909
-1.1%
0.20%
-7.8%
Q1 2023$2,049,175
+4.3%
103,077
+3.6%
0.22%
-1.8%
Q4 2022$1,964,589
-34.1%
99,523
-34.9%
0.22%
-20.6%
Q3 2022$2,981,000
-25.6%
152,899
-24.2%
0.28%
-41.7%
Q2 2022$4,006,000
-24.6%
201,810
-23.7%
0.48%
-13.8%
Q1 2022$5,315,000
-10.9%
264,647
-7.7%
0.56%
-10.8%
Q4 2021$5,968,000
+7.1%
286,790
+7.5%
0.63%
-2.5%
Q3 2021$5,570,000
+21.0%
266,878
+21.2%
0.64%
+22.9%
Q2 2021$4,605,000
+32.9%
220,258
+32.3%
0.52%
+29.1%
Q1 2021$3,465,000
+50.9%
166,481
+50.9%
0.40%
+33.7%
Q4 2020$2,296,000
+70.6%
110,324
+69.3%
0.30%
-19.2%
Q3 2020$1,346,000
+229.9%
65,158
+227.4%
0.38%
+212.5%
Q2 2020$408,000
+2.0%
19,904
+0.1%
0.12%
-20.0%
Q1 2020$400,000–19,880–0.15%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2022
NameSharesValueWeighting ↓
SUTTON PLACE INVESTORS LLC 113,240$2,252,0002.69%
Landmark Wealth Management, LLC 60,796$31,009,0001.04%
Hedeker Wealth, LLC 132,531$2,661,0000.81%
FSB PREMIER WEALTH MANAGEMENT, INC. 78,443$1,557,0000.78%
Wagner Wealth Management, LLC 53,632$1,078,0000.75%
ARBOR CAPITAL MANAGEMENT INC /ADV 37,176$747,0000.57%
Principle Wealth Partners LLC 264,647$5,315,0000.56%
Objective Capital Management, LLC 35,700$717,0000.55%
CONDOR CAPITAL MANAGEMENT 227,900$4,577,0000.51%
Alta Wealth Advisors LLC 41,744$838,0000.50%
View complete list of FIRST TR EXCH TRADED FD III shareholders