FSMB FIRST TR EXCH TRADED FD III

Ownership history in Advisory Services Network, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC 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.

Peak position
0.04% (2022 Q2)
Avg. % of fund
0.01%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,600 -2,056 -56.2% 0.00% $32K $19.82
2023 Q4 REDUCED 3,656 -7,810 -68.1% 0.00% $73K $18.69
2023 Q1 ADDED 11,466 +2,193 +23.6% 0.01% $228K $18.28
2022 Q4 REDUCED 9,273 -4,176 -31.1% 0.01% $183K $18.05
2022 Q3 REDUCED 13,449 -41,950 -75.7% 0.01% $262K $17.74
2022 Q2 ADDED 55,399 +9,513 +20.7% 0.04% $1.1M $18.00
2022 Q1 ADDED 45,886 +7,767 +20.4% 0.03% $922K $18.15
2021 Q4 ADDED 38,119 +17,845 +88.0% 0.02% $793K $18.75
2021 Q3 ADDED 20,274 +4,071 +25.1% 0.01% $423K $18.76
2021 Q2 ADDED 16,203 +3,690 +29.5% 0.01% $339K $18.74
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% of Fund (quarterly)    FSMB price (monthly, adj. close)
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