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 | $12,406,949 | +0.9% | 627,564 | +1.2% | 7.73% | -5.3% |
| Q1 2024 | $12,299,820 | +8.6% | 620,107 | +9.3% | 8.16% | +5.4% |
| Q4 2023 | $11,322,168 | +38794.4% | 567,527 | +37684.8% | 7.74% | +29673.1% |
| Q3 2023 | $29,110 | -77.4% | 1,502 | -77.0% | 0.03% | -75.9% |
| Q2 2023 | $128,984 | -26.6% | 6,534 | -26.1% | 0.11% | -37.2% |
| Q1 2023 | $175,847 | – | 8,845 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 620,107 | $12,299,820 | 8.16% |
| EnRich Financial Partners LLC | 304,516 | $6,040,078 | 2.26% |
| Insight Inv LLC | 89,730 | $1,779,795 | 1.54% |
| RMR Wealth Builders | 608,433 | $12,068,275 | 1.46% |
| Vishria Bird Financial Group, LLC | 91,087 | $1,807 | 0.77% |
| TruWealth Advisors, LLC | 548,938 | $10,888,176 | 0.76% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 34,215 | $677,772 | 0.64% |
| Nilsine Partners, LLC | 230,317 | $4,568,338 | 0.62% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 62,089 | $1,231,536 | 0.57% |
| Eldridge Investment Advisors, Inc. | 87,915 | $1,744 | 0.45% |