FIRST TR EXCH TRADED FD III's ticker is FUMB and the CUSIP is 33740J104. A total of 82 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,388 | -9.6% | 12,570 | -9.3% | 0.10% | -7.2% |
| Q2 2023 | $276,826 | +0.4% | 13,855 | +0.3% | 0.11% | +0.9% |
| Q1 2023 | $275,791 | +3.0% | 13,814 | +2.9% | 0.11% | -1.8% |
| Q4 2022 | $267,770 | +23.4% | 13,422 | +23.6% | 0.11% | +20.4% |
| Q3 2022 | $217,000 | 0.0% | 10,855 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $217,000 | – | 10,855 | – | 0.09% | – |
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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% |