FMB β€” FIRST TR EXCH TRADED FD III

Ownership history in Landmark Wealth Management, LLC  Β·  17 quarters on record

AI Ownership Summary

Landmark Wealth Management, LLC reported FIRST TR EXCH TRADED FD III (FMB) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.58% in 2024 Q2. The latest visible filing shows FMB at 1.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Landmark Wealth Management, LLC's position in FIRST TR EXCH TRADED FD III, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FMB was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.58% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FMB stock page Landmark Wealth Management, LLC fund profile Landmark Wealth Management, LLC full holdings
How Landmark Wealth Management, LLC held FMB β€” position size vs. price
% of Fund (quarterly)    FMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 57,105 +443 +0.8% 1.12% $2.9M 2026-02-14 (Est.) $51.68
2025 Q3 ADDED 56,662 +9,587 +20.4% 1.14% $2.9M 2025-10-23 $50.61
2025 Q2 REDUCED 47,075 -22,076 -31.9% 1.00% $2.3M 2025-07-25 $48.38
2025 Q1 ADDED 69,151 +513 +0.7% 1.54% $3.5M 2025-05-02 $48.33
2024 Q4 ADDED 68,638 +2,633 +4.0% 1.55% $3.5M 2025-01-22 $48.97
2024 Q3 ADDED 66,005 +1,166 +1.8% 1.49% $3.4M 2024-10-30 $48.85
2024 Q2 ADDED 64,839 +3,908 +6.4% 2.58% $3.3M 2024-07-25 $48.61
2024 Q1 ADDED 60,931 +3,221 +5.6% 1.45% $3.1M 2024-04-24 $47.80
2023 Q4 ADDED 57,710 +6,563 +12.8% 1.47% $3.0M 2024-01-22 $47.79
2023 Q3 REDUCED 51,147 -8,572 -14.4% 1.42% $2.5M 2023-10-13 $45.30
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FMB

As of 2025 Q4 β€” 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%

FAQ About Landmark Wealth Management, LLC and FMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Landmark Wealth Management, LLC reported owning FMB?

Landmark Wealth Management, LLC reported FMB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FMB position in Landmark Wealth Management, LLC's portfolio?

The largest reported portfolio weight for FMB was 2.58% in 2024 Q2.

What is the latest reported FMB position on this page?

The most recent filing on this page is 2025 Q4, when Landmark Wealth Management, LLC reported 57,105 shares, equal to 1.12% of portfolio, with an estimated market value of $2.9M.

What does the chart on this FMB ownership page compare?

The chart compares Landmark Wealth Management, LLC's quarterly FMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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