Ownership history in Advisory Resource Group · 14 quarters on record
This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in FIRST TR EXCH TRADED FD III (FSMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 127,534 | +2,605 | +2.1% | 0.46% | $2.6M | $19.82 |
| 2025 Q2 | ADDED | 124,929 | +5,189 | +4.3% | 0.48% | $2.5M | $19.49 |
| 2025 Q1 | ADDED | 119,740 | +6,860 | +6.1% | 0.48% | $2.4M | $19.31 |
| 2024 Q4 | ADDED | 112,880 | +2,564 | +2.3% | 0.48% | $2.2M | $19.13 |
As of 2025 Q4 — sorted by position size