FSMB · Insider trading · 13F holders · Congress trades
First Tr Exch Traded Fd III (FSMB)
Who is buying and selling FSMB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 13
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FSMB at a glance
- No open-market insider purchases or sales of FSMB were filed in the last 90 days.
- 13 13F filers hold FSMB among their 50 largest positions, worth $83.7M combined. The biggest bets by portfolio weight are PFS Partners, LLC (5.3%), Vaquero Private Wealth, Ltd (2.5%) and EnRich Financial Partners LLC (2.0%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in FSMB.
FSMB insider trading
No open-market insider purchases or sales of FSMB were filed in the last 90 days.
Who owns FSMB? Hedge funds and superinvestors
13 13F filers hold FSMB among their 50 largest positions, worth $83.7M combined. The biggest bets by portfolio weight are PFS Partners, LLC (5.3%), Vaquero Private Wealth, Ltd (2.5%) and EnRich Financial Partners LLC (2.0%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| RMR Wealth BuildersWealth manager | 1.4% | $23.8M | 1,223,928 | +6.3% shares | Q3 2026 |
| PFS Partners, LLCWealth manager | 5.3% | $12.9M | 664,535 | -1.5% shares | Q3 2026 |
| Vaquero Private Wealth, LtdWealth manager | 2.5% | $12.1M | 620,507 | +3.1% shares | Q3 2026 |
| EnRich Financial Partners LLCWealth manager | 2.0% | $8.5M | 436,519 | -0.8% shares | Q3 2026 |
| Copper Harbor Investment Advisors, LLCWealth manager | 1.7% | $8.1M | 416,118 | +246.9% shares | Q3 2026 |
| Francis Financial, Inc.Wealth manager | 1.2% | $7.2M | 357,852 | +0.1% shares | Q2 2026 |
| True Blue Financial, LLCWealth manager | 1.8% | $4.8M | 247,082 | +3.8% shares | Q3 2026 |
| Insight Inv LLCWealth manager | 0.9% | $1.8M | 94,681 | +3.5% shares | Q3 2026 |
| Arbor Capital Management Inc /advHedge fund | 1.4% | $1.4M | 69,922 | +0.4% shares | Q2 2026 |
| Avaii Wealth Management, LLCWealth manager | 0.3% | $1.1M | 55,320 | +2.2% shares | Q3 2026 |
| Vested Financial Planning, LLCWealth manager | 0.5% | $696K | 35,773 | New | Q3 2026 |
| Stonehaven Wealth & Tax Solutions, LLCWealth manager | 0.6% | $684K | 35,126 | -6.3% shares | Q3 2026 |
| Norris Financial Group, LLCWealth manager | 0.3% | $647K | 32,353 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 3). Screen FSMB in the grand portfolio →
FSMB stock trades by members of Congress
No member of Congress has disclosed a trade in FSMB.
FSMB questions and answers
Are insiders buying FSMB stock?
No open-market insider purchases or sales of FSMB were filed in the last 90 days.
Which hedge funds own FSMB?
13 13F filers hold FSMB among their 50 largest positions, worth $83.7M combined. The biggest bets by portfolio weight are PFS Partners, LLC (5.3%), Vaquero Private Wealth, Ltd (2.5%) and EnRich Financial Partners LLC (2.0%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
Has Congress traded FSMB?
No member of Congress has disclosed a trade in FSMB.
Who is the largest holder of FSMB?
Among 13F filers, RMR Wealth Builders reports the largest FSMB position, $23.8M (1,223,928 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is PFS Partners, LLC's: 5.3% of its portfolio.
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