FIRST TR EXCH TRADED FD III's ticker is FSMB and the CUSIP is 33739P830. A total of 114 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,718,112 | -3.5% | 86,905 | -3.1% | 1.48% | -3.9% |
| Q1 2024 | $1,779,795 | +0.5% | 89,730 | +1.1% | 1.54% | -11.0% |
| Q4 2023 | $1,770,164 | +3.6% | 88,730 | +0.6% | 1.74% | -8.3% |
| 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 ↓ |
|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | 79,447 | $1,658,000 | 0.83% |
| Hedeker Wealth, LLC | 118,861 | $2,480,000 | 0.77% |
| Principle Wealth Partners LLC | 266,878 | $5,570,000 | 0.64% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 59,404 | $1,240,000 | 0.62% |
| DHJJ Financial Advisors, Ltd. | 49,191 | $1,006,000 | 0.52% |
| CONDOR CAPITAL MANAGEMENT | 193,943 | $4,048,000 | 0.43% |
| Alta Wealth Advisors LLC | 22,762 | $475,000 | 0.34% |
| Barber Financial Group, Inc. | 113,348 | $2,366,000 | 0.31% |
| G&S Capital LLC | 23,333 | $487,000 | 0.27% |
| LexAurum Advisors, LLC | 35,049 | $731,000 | 0.22% |