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 | $1,896,822 | -8.3% | 97,850 | -6.6% | 0.51% | -9.1% |
| Q2 2023 | $2,069,107 | -4.0% | 104,818 | -3.3% | 0.56% | -6.8% |
| Q1 2023 | $2,155,012 | -3.7% | 108,401 | -4.3% | 0.60% | -9.2% |
| Q4 2022 | $2,236,739 | +1.0% | 113,310 | -0.2% | 0.66% | -9.2% |
| Q3 2022 | $2,214,000 | -4.0% | 113,555 | -2.3% | 0.73% | -3.0% |
| Q2 2022 | $2,307,000 | – | 116,208 | – | 0.76% | – |
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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% |