FMB — FIRST TR EXCH TRADED FD III

Ownership history in Etesian Wealth Advisors, Inc.  ·  10 quarters on record

This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in FIRST TR EXCH TRADED FD III (FMB). 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
2.93% (2023 Q3)
Avg. % of fund
2.03%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 83,274 +1,932 +2.4% 1.34% $4.3M $50.83
2025 Q3 ADDED 81,342 +1,922 +2.4% 1.36% $4.1M $49.97
2025 Q2 REDUCED 79,420 -2,323 -2.8% 1.48% $4.0M $48.67
2025 Q1 REDUCED 81,743 -2,664 -3.2% 1.78% $4.1M $48.84
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FMB price (monthly, adj. close)

Other funds also holding FMB

As of 2025 Q4 — sorted by position size

TrueWealth Financial Partners 3Y 10.5% TRUE BLUE FINANCIAL, LLC 10.47% Frisch Financial Group, Inc. 3Y 7Y 3.4% BCGM Wealth Management, LLC 3Y 1.59% ERn Financial, LLC 3Y 7Y 1.53% Blackhawk Capital Partners, LLC 3Y 7Y 1.43% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 1.36% RMR Wealth Builders 3Y 1.29% Avantax Planning Partners, Inc. 3Y 7Y 1.22% Investment Planning Advisors, Inc. 1.12%
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