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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,428 | -0.7% | 10,711 | +0.0% | 0.20% | -48.1% |
| Q1 2023 | $212,854 | -4.7% | 10,707 | -5.4% | 0.38% | +57.5% |
| Q4 2022 | $223,367 | -9.6% | 11,315 | -10.7% | 0.24% | -13.7% |
| Q3 2022 | $247,000 | -1.6% | 12,671 | +0.1% | 0.28% | +5.7% |
| Q2 2022 | $251,000 | -2.0% | 12,661 | -0.7% | 0.26% | +19.0% |
| Q1 2022 | $256,000 | -1.5% | 12,753 | +2.2% | 0.22% | +3.3% |
| Q4 2021 | $260,000 | – | 12,478 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 359,712 | $6,973 | 2.75% |
| Insight Inv LLC | 88,230 | $1,708,574 | 1.89% |
| RMR Wealth Builders | 392,755 | $7,613,561 | 1.22% |
| Vishria Bird Financial Group, LLC | 91,388 | $1,772 | 1.00% |
| TruWealth Advisors, LLC | 502,732 | $9,745,458 | 0.84% |
| SUTTON PLACE INVESTORS LLC | 31,100 | $602,874 | 0.78% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 69,138 | $1,340,240 | 0.75% |
| Nilsine Partners, LLC | 217,456 | $4,215,385 | 0.64% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 35,903 | $694,903 | 0.62% |
| LWS Wealth Advisors, Inc. | 68,816 | $1,334,000 | 0.58% |