Kestra Advisory Services, 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 117 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2024$5,492,897
+24.7%
277,840
+25.1%
0.03%
+3.3%
Q1 2024$4,404,898
-14.1%
222,077
-13.6%
0.03%
-28.6%
Q4 2023$5,125,309
+5.8%
256,908
+2.8%
0.04%
-12.5%
Q3 2023$4,845,882
+12.3%
249,981
+14.3%
0.05%
+11.6%
Q2 2023$4,315,894
-9.2%
218,637
-8.6%
0.04%
-17.3%
Q1 2023$4,753,799
-9.0%
239,125
-9.7%
0.05%
+13.0%
Q4 2022$5,226,737
-99.9%
264,779
-69.1%
0.05%
-48.3%
Q3 2022$8,367,359,000
+103661.9%
857,588
+111.1%
0.09%
+7.2%
Q2 2022$8,064,000
+34.9%
406,261
+36.5%
0.08%
+33.9%
Q1 2022$5,977,000
+53.5%
297,581
+59.0%
0.06%
+59.0%
Q4 2021$3,894,000
+7.0%
187,114
+7.3%
0.04%
+8.3%
Q3 2021$3,639,000
+68.5%
174,370
+68.7%
0.04%
+44.0%
Q2 2021$2,160,000
+74.9%
103,334
+74.1%
0.02%
+56.2%
Q1 2021$1,235,000
+97.9%
59,338
+97.6%
0.02%
+128.6%
Q4 2020$624,000
-99.8%
30,023
+63.8%
0.01%0.0%
Q3 2020$378,000,00018,3330.01%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2024
NameSharesValueWeighting ↓
FSB PREMIER WEALTH MANAGEMENT, INC. 79,447$1,658,0000.83%
Hedeker Wealth, LLC 118,861$2,480,0000.77%
Principle Wealth Partners LLC 266,878$5,570,0000.64%
NORTHWEST WEALTH MANAGEMENT, LLC 59,404$1,240,0000.62%
DHJJ Financial Advisors, Ltd. 49,191$1,006,0000.52%
CONDOR CAPITAL MANAGEMENT 193,943$4,048,0000.43%
Alta Wealth Advisors LLC 22,762$475,0000.34%
Barber Financial Group, Inc. 113,348$2,366,0000.31%
G&S Capital LLC 23,333$487,0000.27%
LexAurum Advisors, LLC 35,049$731,0000.22%
View complete list of FIRST TR EXCH TRADED FD III shareholders