Back to Allworth Financial LP Allworth Financial LP

FSMBFSMB
16 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in FIRST TR EXCH TRADED FD III

Allworth Financial LP holds 283,413 shares of FSMB (FIRST TR EXCH TRADED FD III), worth $5.7M as of 2026-Q2. The position was increased (+28.9% shares). FSMB represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$5.7M

Current Shares

283,413

Total Value Change

+$5.6M

Total Shares Change

+282,148

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
283,413
+28.9%
$5.7M0.0%$19.94
34
2026-Q1
Decreased
219,812
-6.5%
$4.4M0.0%$19.75
0
2025-Q4
Decreased
235,153
-7.3%
$4.7M0.0%$19.68
0
2025-Q3
Decreased
253,546
-1.1%
$5.1M0.0%$19.56
0
2025-Q2
Increased
256,449
+43.3%
$5.1M0.0%$19.24
36
2025-Q1
Decreased
178,931
-2.4%
$3.5M0.0%$19.05
0
2024-Q4
Increased
183,356
+18.4%
$3.6M0.0%$18.88
31
2024-Q3
Decreased
154,791
-5.3%
$3.1M0.0%$18.90
0
2024-Q2
Increased
163,498
+15.1%
$3.3M0.0%$18.54
30
2024-Q1
Decreased
142,082
-3.3%
$2.8M0.0%$18.46
0
2023-Q4
Increased
146,906
+182.5%
$2.9M0.0%$18.45
42
2023-Q3
Decreased
51,996
-20.3%
$1M0.0%$17.81
0
2023-Q2
Increased
65,266
+24.9%
$1.3M0.0%$18.02
31
2023-Q1
Increased
52,277
+1.1%
$1M0.0%$18.04
25
2022-Q4
Increased
51,701
+3987.0%
$1M0.0%$17.82
40
2022-Q3
New
1,265
-
$25,0000.0%$17.51
27

Other major holders of FSMB: MORGAN STANLEY

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