Simplicity Wealth,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 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
Simplicity Wealth,LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2024$360,447
-0.3%
18,2320.0%0.01%
-11.1%
Q1 2024$361,63218,2320.01%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2024
NameSharesValueWeighting ↓
PFS Partners, LLC 620,107$12,299,8208.16%
EnRich Financial Partners LLC 304,516$6,040,0782.26%
Insight Inv LLC 89,730$1,779,7951.54%
RMR Wealth Builders 608,433$12,068,2751.46%
Vishria Bird Financial Group, LLC 91,087$1,8070.77%
TruWealth Advisors, LLC 548,938$10,888,1760.76%
ARBOR CAPITAL MANAGEMENT INC /ADV 34,215$677,7720.64%
Nilsine Partners, LLC 230,317$4,568,3380.62%
FSB PREMIER WEALTH MANAGEMENT, INC. 62,089$1,231,5360.57%
Eldridge Investment Advisors, Inc. 87,915$1,7440.45%
View complete list of FIRST TR EXCH TRADED FD III shareholders