FIRST TR EXCH TRADED FD III's ticker is FUMB and the CUSIP is 33740J104.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,727,831 | -0.9% | 86,739 | -0.6% | 0.02% | 0.0% |
| Q2 2023 | $1,744,098 | -9.2% | 87,292 | -9.3% | 0.02% | -16.7% |
| Q1 2023 | $1,921,587 | +64928.3% | 96,248 | -35.0% | 0.02% | – |
| Q4 2022 | $2,955 | -100.0% | 148,100 | -54.7% | 0.00% | -100.0% |
| Q3 2022 | $6,481,000 | +80.4% | 326,993 | +81.7% | 0.07% | +131.2% |
| Q2 2022 | $3,593,000 | +850.5% | 179,983 | +849.2% | 0.03% | +966.7% |
| Q1 2022 | $378,000 | – | 18,961 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Management, LLC | 122,802 | $2,477,000 | 1.76% |
| Kovack Advisors, Inc. | 70,000 | $1,412,000 | 0.20% |
| Walkner Condon Financial Advisors LLC | 23,220 | $468,000 | 0.20% |
| Kowal Investment Group, LLC | 18,513 | $373,000 | 0.17% |
| Avestar Capital, LLC | 25,000 | $504,000 | 0.14% |
| DHJJ Financial Advisors, Ltd. | 9,950 | $201,000 | 0.13% |
| Truadvice, LLC | 17,960 | $362,000 | 0.11% |
| McNamara Financial Services, Inc. | 13,822 | $278,000 | 0.09% |
| Perennial Investment Advisors, LLC | 10,214 | $206,000 | 0.09% |
| Barber Financial Group, Inc. | 22,617 | $456,000 | 0.08% |