# FIRST TR EXCH TRADED FD III (FSMB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FSMB/

- Reporting holders: 4
- Reported value: $2.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $1.1M | 55,320 | 0.3% | 10 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $581.3K | 29,870 | 0.1% | 18 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $370.1K | 19,020 | 0.0% | 8 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $223.6K | 11,498 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $10 | 517 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $2.3M |
| Q2 2026 | 139 | $556.3M |
| Q1 2026 | 137 | $458.8M |
| Q4 2025 | 140 | $441.3M |
| Q3 2025 | 128 | $376.3M |
| Q2 2025 | 130 | $396.6M |
| Q1 2025 | 131 | $364.2M |
| Q4 2024 | 131 | $341.4M |
| Q3 2024 | 120 | $322.5M |
| Q2 2024 | 119 | $344.2M |
| Q1 2024 | 117 | $496.4M |
| Q4 2023 | 123 | $421.2M |