FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830. A total of 95 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,708,574 | -2.6% | 88,230 | -0.7% | 1.89% | +4.9% |
| Q2 2023 | $1,753,504 | +11.2% | 88,830 | +12.0% | 1.80% | +6.1% |
| Q1 2023 | $1,577,080 | +2.0% | 79,330 | +1.3% | 1.70% | +9.0% |
| Q4 2022 | $1,546,234 | +29.7% | 78,330 | +28.1% | 1.56% | +18.0% |
| Q3 2022 | $1,192,000 | – | 61,160 | – | 1.32% | – |
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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% |