FSMB — FIRST TR EXCH TRADED FD III

Ownership history in Crossmark Global Holdings, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Crossmark Global Holdings, Inc. 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
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 35,649 -7,035 -16.5% 0.01% $715K $19.82
2025 Q2 UNCHANGED 42,684 — 0% 0.01% $849K $19.49
2025 Q1 INITIATED 42,684 — — 0.01% $848K $19.31
% of Fund (quarterly)    FSMB price (monthly, adj. close)

Other funds also holding FSMB

As of 2025 Q4 — sorted by position size

PFS Partners, LLC 6.31% TrueWealth Financial Partners 3Y 3.34% TRUE BLUE FINANCIAL, LLC 3.34% EnRich Financial Partners LLC 2.16% RMR Wealth Builders 3Y 1.64% Insight Inv LLC 3Y 0.99% ARBOR CAPITAL MANAGEMENT INC /ADV 3Y 0.67% Francis Financial, Inc. 3Y 7Y 0.63% TruWealth Advisors, LLC 3Y 0.61% Per Stirling Capital Management, LLC. 3Y 0.44%
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