FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,334,000 | -9.1% | 68,816 | -7.4% | 0.58% | -5.7% |
| Q2 2023 | $1,468,000 | -87.4% | 74,342 | -87.3% | 0.62% | -87.0% |
| Q1 2023 | $11,606,000 | -47.4% | 583,783 | -47.8% | 4.76% | -48.6% |
| Q4 2022 | $22,079,348 | -25.7% | 1,118,508 | -26.6% | 9.25% | -18.7% |
| Q3 2022 | $29,726,000 | – | 1,524,778 | – | 11.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LWS Wealth Advisors, Inc. | 583,783 | $11,606,000 | 4.76% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 382,906 | $7,612 | 3.11% |
| Insight Inv LLC | 79,330 | $1,577,080 | 1.70% |
| Vishria Bird Financial Group, LLC | 93,255 | $1,854 | 1.19% |
| RMR Wealth Builders | 280,673 | $5,579,783 | 1.06% |
| SWMG, LLC | 80,276 | $1,595,887 | 0.89% |
| SUTTON PLACE INVESTORS LLC | 31,100 | $618,268 | 0.84% |
| TruWealth Advisors, LLC | 444,762 | $8,841,862 | 0.81% |
| Per Stirling Capital Management, LLC. | 182,409 | $3,626,295 | 0.78% |
| Econ Financial Services Corp | 51,558 | $1,024,973 | 0.78% |