FIRST TR EXCH TRADED FD III's ticker is FUMB and the CUSIP is 33740J104.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,992 | -2.8% | 23,845 | -2.6% | 0.02% | -33.3% |
| Q4 2022 | $488,536 | +35.3% | 24,488 | +34.4% | 0.03% | +17.9% |
| Q3 2022 | $361,000 | +48.6% | 18,226 | +50.0% | 0.03% | +47.4% |
| Q2 2022 | $243,000 | -2.4% | 12,150 | -2.4% | 0.02% | +11.8% |
| Q1 2022 | $249,000 | +9.2% | 12,455 | +10.2% | 0.02% | +6.2% |
| Q4 2021 | $228,000 | – | 11,303 | – | 0.02% | – |
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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% |