FIRST TR EXCH TRADED FD III's ticker is FUMB and the CUSIP is 33740J104. A total of 52 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,249 | +13.3% | 29,882 | +13.7% | 0.14% | +16.0% |
| Q2 2023 | $525,234 | +39.3% | 26,288 | +39.2% | 0.12% | +26.6% |
| Q1 2023 | $377,059 | +89.0% | 18,886 | +88.9% | 0.09% | +74.1% |
| Q4 2022 | $199,500 | +0.8% | 10,000 | 0.0% | 0.05% | -8.5% |
| Q3 2022 | $198,000 | -1.0% | 10,000 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $200,000 | 0.0% | 10,000 | 0.0% | 0.06% | +15.7% |
| Q1 2022 | $200,000 | – | 10,000 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Management, LLC | 318,384 | $6,422,000 | 3.93% |
| STRATEGY ASSET MANAGERS LLC | 187,000 | $3,772,000 | 0.84% |
| Thomas J. Herzfeld Advisors, Inc. | 78,717 | $1,588,000 | 0.70% |
| Wagner Wealth Management, LLC | 41,953 | $845,000 | 0.67% |
| Quaker Wealth Management, LLC | 10,750 | $217,000 | 0.25% |
| Hedeker Wealth, LLC | 39,649 | $799,000 | 0.25% |
| Kovack Advisors, Inc. | 95,000 | $1,916,000 | 0.21% |
| Spectrum Management Group, LLC | 61,679 | $1,244,000 | 0.20% |
| MRA Advisory Group | 10,314 | $208,000 | 0.18% |
| Perennial Investment Advisors, LLC | 16,608 | $334,000 | 0.12% |