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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,281,054 | +5.9% | 512,533 | +5.8% | 0.03% | +3.6% |
| Q1 2024 | $9,708,831 | +7.7% | 484,593 | +7.9% | 0.03% | -6.7% |
| Q4 2023 | $9,010,635 | -57.1% | 449,184 | -57.4% | 0.03% | -63.0% |
| Q3 2023 | $21,006,997 | -7.4% | 1,054,568 | -7.1% | 0.08% | -8.0% |
| Q2 2023 | $22,688,515 | +7690922.0% | 1,135,561 | +7562.4% | 0.09% | +8700.0% |
| Q1 2023 | $295 | -1.7% | 14,820 | -1.5% | 0.00% | -50.0% |
| Q4 2022 | $300 | -99.8% | 15,053 | +50.5% | 0.00% | +100.0% |
| Q3 2022 | $198,000 | -0.5% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $199,000 | +847.6% | 10,000 | +839.0% | 0.00% | – |
| Q1 2021 | $21,000 | 0.0% | 1,065 | +0.1% | 0.00% | – |
| Q4 2020 | $21,000 | 0.0% | 1,064 | +0.2% | 0.00% | – |
| Q3 2020 | $21,000 | – | 1,062 | – | 0.00% | – |
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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% |