FMB — FIRST TR EXCH TRADED FD III

Ownership history in McCarthy & Cox  ·  3 quarters on record

This page tracks every 13F SEC filing in which McCarthy & Cox 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
0.41% (2025 Q1)
Avg. % of fund
0.29%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 18,499 +35 +0.2% 0.21% $938K $49.97
2025 Q2 REDUCED 18,464 -123 -0.7% 0.24% $920K $48.67
2025 Q1 INITIATED 18,587 — — 0.41% $937K $48.84
% 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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