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 | $8,756,714 | +25.4% | 439,593 | +25.8% | 0.01% | 0.0% |
| Q2 2023 | $6,982,113 | +6.5% | 349,456 | +6.4% | 0.01% | +8.3% |
| Q1 2023 | $6,554,970 | +10.0% | 328,316 | +9.9% | 0.01% | 0.0% |
| Q4 2022 | $5,959,233 | +65.3% | 298,703 | +64.2% | 0.01% | +50.0% |
| Q3 2022 | $3,606,000 | +24.5% | 181,953 | +25.4% | 0.01% | +33.3% |
| Q2 2022 | $2,897,000 | +32.8% | 145,101 | +39.5% | 0.01% | +50.0% |
| Q1 2022 | $2,181,000 | +6.8% | 104,002 | +2.6% | 0.00% | 0.0% |
| Q4 2021 | $2,042,000 | -9.2% | 101,357 | -9.1% | 0.00% | -20.0% |
| Q3 2021 | $2,249,000 | +0.3% | 111,516 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $2,242,000 | +0.7% | 111,111 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $2,226,000 | -2.9% | 110,267 | -3.1% | 0.01% | -16.7% |
| Q4 2020 | $2,293,000 | +15.6% | 113,744 | +15.5% | 0.01% | 0.0% |
| Q3 2020 | $1,983,000 | +26.7% | 98,465 | +26.4% | 0.01% | +20.0% |
| Q2 2020 | $1,565,000 | +19.0% | 77,930 | +19.0% | 0.01% | 0.0% |
| Q1 2020 | $1,315,000 | – | 65,466 | – | 0.01% | – |
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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% |