FIRST TR EXCH TRADED FD III's ticker is FUMB and the CUSIP is 33740J104.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $747,498 | -0.8% | 37,525 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $753,246 | +1.4% | 37,700 | +1.3% | 0.01% | -8.3% |
| Q1 2023 | $743,197 | +0.5% | 37,225 | +0.5% | 0.01% | -7.7% |
| Q4 2022 | $739,148 | -5.2% | 37,050 | -5.8% | 0.01% | -13.3% |
| Q3 2022 | $780,000 | -0.6% | 39,330 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $785,000 | 0.0% | 39,330 | 0.0% | 0.02% | +15.4% |
| Q1 2022 | $785,000 | – | 39,330 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Management, LLC | 394,114 | $7,850,751 | 4.21% |
| Mainsail Financial Group, LLC | 212,477 | $4,230,488 | 3.84% |
| Eldridge Investment Advisors, Inc. | 118,243 | $2,355 | 0.78% |
| INSPIRION WEALTH ADVISORS, LLC | 182,265 | $3,630,719 | 0.71% |
| Nilsine Partners, LLC | 200,148 | $3,986,948 | 0.60% |
| Insight Inv LLC | 23,770 | $474,449 | 0.52% |
| GSG Advisors LLC | 52,090 | $1,037,637 | 0.51% |
| Mattern Wealth Management LLC | 77,816 | $1,550,095 | 0.45% |
| Naviter Wealth, LLC | 76,183 | $1,517,571 | 0.37% |
| MCDONALD PARTNERS LLC | 49,000 | $976,080 | 0.32% |