FIRST TR EXCH TRADED FD III's ticker is FUMB and the CUSIP is 33740J104. A total of 87 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999,312 | -43.1% | 50,166 | -42.9% | 0.01% | -40.0% |
| Q2 2023 | $1,754,897 | -7.1% | 87,833 | -7.1% | 0.02% | -11.8% |
| Q1 2023 | $1,888,511 | -2.3% | 94,592 | -2.4% | 0.02% | -5.6% |
| Q4 2022 | $1,933,676 | -3.0% | 96,926 | -3.6% | 0.02% | -55.0% |
| Q3 2022 | $1,993,000 | -12.6% | 100,557 | -12.0% | 0.04% | +11.1% |
| Q2 2022 | $2,281,000 | +39.8% | 114,270 | +39.8% | 0.04% | +56.5% |
| Q1 2022 | $1,632,000 | +11.1% | 81,749 | +12.2% | 0.02% | +9.5% |
| Q4 2021 | $1,469,000 | -5.8% | 72,861 | -5.7% | 0.02% | -16.0% |
| Q3 2021 | $1,559,000 | +19.6% | 77,290 | +19.7% | 0.02% | +19.0% |
| Q2 2021 | $1,303,000 | +38.9% | 64,585 | +39.1% | 0.02% | +16.7% |
| Q1 2021 | $938,000 | +11.9% | 46,444 | +11.8% | 0.02% | +5.9% |
| Q4 2020 | $838,000 | +83.0% | 41,535 | +82.3% | 0.02% | -63.0% |
| Q4 2019 | $458,000 | +3.9% | 22,780 | +3.9% | 0.05% | -14.8% |
| Q3 2019 | $441,000 | – | 21,925 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Management, LLC | 316,141 | $6,380,000 | 3.94% |
| STRATEGY ASSET MANAGERS LLC | 187,000 | $3,774,000 | 0.80% |
| Wagner Wealth Management, LLC | 41,927 | $846,000 | 0.61% |
| Walkner Condon Financial Advisors LLC | 31,453 | $634,000 | 0.23% |
| LexAurum Advisors, LLC | 35,393 | $714,000 | 0.21% |
| Kovack Advisors, Inc. | 70,000 | $1,413,000 | 0.16% |
| Kowal Investment Group, LLC | 17,376 | $351,000 | 0.13% |
| Main Street Financial Solutions, LLC | 28,800 | $581,000 | 0.09% |
| Snowden Capital Advisors LLC | 84,066 | $1,696,449 | 0.08% |
| McNamara Financial Services, Inc. | 13,822 | $279,000 | 0.08% |