FMB — FIRST TR EXCH TRADED FD III

Ownership history in Focus Partners Advisor Solutions, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Advisor Solutions, LLC 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
0.13% (2024 Q4)
Avg. % of fund
0.07%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 129,800 -6,731 -4.9% 0.07% $6.6M $49.97
2025 Q2 REDUCED 136,531 -12,245 -8.2% 0.09% $6.8M $48.67
2025 Q1 REDUCED 148,776 -1,370 -0.9% 0.11% $7.5M $48.84
2024 Q4 ADDED 150,146 +129,301 +620.3% 0.13% $7.7M $49.00
2 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% Etesian Wealth Advisors, Inc. 1.34% RMR Wealth Builders 3Y 1.29% Avantax Planning Partners, Inc. 3Y 7Y 1.22%
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