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 | $592,817 | -13.5% | 30,581 | -11.9% | 0.30% | -15.7% |
| Q2 2023 | $685,256 | +2.3% | 34,714 | +3.1% | 0.36% | -1.7% |
| Q1 2023 | $669,533 | +1.2% | 33,679 | +0.5% | 0.36% | -4.2% |
| Q4 2022 | $661,379 | -22.2% | 33,504 | -23.2% | 0.38% | -23.6% |
| Q3 2022 | $850,000 | -2.9% | 43,620 | -0.9% | 0.50% | +1.4% |
| Q2 2022 | $875,000 | -8.7% | 44,028 | -7.7% | 0.49% | +6.3% |
| Q1 2022 | $958,000 | -5.1% | 47,711 | -1.6% | 0.46% | -2.7% |
| Q4 2021 | $1,009,000 | +0.3% | 48,474 | -1.5% | 0.47% | -9.0% |
| Q3 2021 | $1,006,000 | +2.0% | 49,191 | +4.3% | 0.52% | 0.0% |
| Q2 2021 | $986,000 | -1.4% | 47,172 | -1.8% | 0.52% | -10.2% |
| Q1 2021 | $1,000,000 | +3.3% | 48,059 | +3.3% | 0.58% | -4.9% |
| Q4 2020 | $968,000 | – | 46,510 | – | 0.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Keudell/Morrison Wealth Management | 183,158 | $3,636,000 | 1.32% |
| Hedeker Wealth, LLC | 132,531 | $2,651,000 | 0.92% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 78,096 | $1,550,000 | 0.86% |
| Advisory Resource Group | 116,208 | $2,307,000 | 0.76% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 36,805 | $731,000 | 0.70% |
| Alta Wealth Advisors LLC | 43,499 | $866,000 | 0.60% |
| RMR Wealth Builders | 120,785 | $2,398,000 | 0.60% |
| DHJJ Financial Advisors, Ltd. | 44,028 | $875,000 | 0.49% |
| Principle Wealth Partners LLC | 201,810 | $4,006,000 | 0.48% |
| Objective Capital Management, LLC | 21,900 | $435,000 | 0.44% |