FSMB — FIRST TR EXCH TRADED FD III

Ownership history in Insight Inv LLC · 14 quarters on record

This page tracks every 13F SEC filing in which Insight Inv 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

1.89% (2023 Q3)

Avg. % of fund

1.42%

First filed

2022 Q3

Last filed

2025 Q4

Quarters held

14

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	88,235	+1,500	+1.7%	0.99%	$1.8M	$19.94
2025 Q3	ADDED	86,735	+6,425	+8.0%	1.02%	$1.7M	$19.82
2025 Q2	REDUCED	80,310	-12,250	-13.2%	1.07%	$1.6M	$19.49
2025 Q1	REDUCED	92,560	-1,070	-1.1%	1.27%	$1.8M	$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% 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% GENESIS PRIVATE WEALTH, LLC 0.44%

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