FIRST TR EXCH TRADED FD III's ticker is FUMB and the CUSIP is 33740J104. A total of 46 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $336,012 | +1.2% | 16,750 | +1.1% | 0.04% | -7.7% |
| Q1 2024 | $331,867 | -12.3% | 16,564 | -12.2% | 0.04% | -17.0% |
| Q4 2023 | $378,379 | -16.4% | 18,862 | -17.0% | 0.05% | -24.2% |
| Q3 2023 | $452,689 | -1.9% | 22,725 | -1.6% | 0.06% | -1.6% |
| Q2 2023 | $461,306 | +0.4% | 23,088 | +0.4% | 0.06% | 0.0% |
| Q1 2023 | $459,262 | -13.0% | 23,003 | -13.0% | 0.06% | -18.2% |
| Q4 2022 | $527,765 | -56.0% | 26,454 | -56.3% | 0.08% | -59.3% |
| Q3 2022 | $1,200,000 | +15.4% | 60,554 | +16.3% | 0.19% | +20.4% |
| Q2 2022 | $1,040,000 | +145.3% | 52,080 | +144.9% | 0.16% | +170.7% |
| Q1 2022 | $424,000 | +100.9% | 21,267 | +103.4% | 0.06% | +87.1% |
| Q3 2021 | $211,000 | -53.0% | 10,457 | -53.0% | 0.03% | -54.4% |
| Q2 2021 | $449,000 | +9.2% | 22,237 | +9.2% | 0.07% | -1.4% |
| Q1 2021 | $411,000 | +94.8% | 20,365 | +94.7% | 0.07% | +68.3% |
| Q4 2020 | $211,000 | – | 10,457 | – | 0.04% | – |
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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% |