FIRST TR EXCH TRADED FD III's ticker is FUMB and the CUSIP is 33740J104. A total of 93 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $485,472 | -2.2% | 24,201 | -2.3% | 0.02% | -11.8% |
| Q1 2024 | $496,387 | +6.3% | 24,776 | +6.5% | 0.02% | 0.0% |
| Q4 2023 | $467,029 | -1.7% | 23,270 | -2.4% | 0.02% | -22.7% |
| 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 | 120,927 | $2,436,000 | 1.91% |
| Avestar Capital, LLC | 125,000 | $2,518,000 | 0.83% |
| Walkner Condon Financial Advisors LLC | 17,678 | $356,000 | 0.19% |
| Kovack Advisors, Inc. | 45,000 | $907,000 | 0.16% |
| Barber Financial Group, Inc. | 22,617 | $456,000 | 0.10% |
| McNamara Financial Services, Inc. | 13,822 | $278,000 | 0.09% |
| NEXT Financial Group, Inc | 33,619 | $677,000 | 0.07% |
| Snowden Capital Advisors LLC | 38,300 | $771,558 | 0.06% |
| 1834 INVESTMENT ADVISORS CO | 19,800 | $399,000 | 0.06% |
| Jacobi Capital Management LLC | 13,675 | $275,000 | 0.05% |