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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,850,751 | +4.2% | 394,114 | +4.5% | 4.21% | +6.1% |
| Q2 2023 | $7,531,980 | +5.1% | 376,976 | +5.0% | 3.97% | -7.8% |
| Q1 2023 | $7,166,816 | +22.2% | 358,969 | +22.2% | 4.31% | +59.3% |
| Q4 2022 | $5,862,806 | -12.6% | 293,875 | -13.2% | 2.70% | -44.3% |
| Q3 2022 | $6,711,000 | +1.3% | 338,577 | +2.1% | 4.86% | +7.4% |
| Q2 2022 | $6,623,000 | -2.3% | 331,731 | -2.4% | 4.52% | +14.8% |
| Q1 2022 | $6,781,000 | -0.2% | 339,741 | +0.8% | 3.94% | +4.0% |
| Q4 2021 | $6,794,000 | +5.8% | 336,995 | +5.8% | 3.79% | -3.5% |
| Q3 2021 | $6,422,000 | +0.7% | 318,384 | +0.7% | 3.93% | -0.3% |
| Q2 2021 | $6,380,000 | +14.4% | 316,141 | +14.5% | 3.94% | +10.5% |
| Q1 2021 | $5,576,000 | +125.1% | 276,185 | +124.9% | 3.56% | +101.8% |
| Q4 2020 | $2,477,000 | +1.7% | 122,802 | +1.6% | 1.76% | -7.5% |
| Q3 2020 | $2,436,000 | +15.6% | 120,927 | +15.2% | 1.91% | +12.4% |
| Q2 2020 | $2,108,000 | +179.6% | 104,941 | +179.8% | 1.70% | +144.0% |
| Q1 2020 | $754,000 | – | 37,500 | – | 0.70% | – |
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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% |