Kestra Advisory Services, LLC - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FUMB and the CUSIP is 33740J104. A total of 41 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2024$3,136,842
+37.5%
156,373
+37.3%
0.02%
+20.0%
Q1 2024$2,281,885
-7.2%
113,895
-7.0%
0.02%
-25.0%
Q4 2023$2,457,774
-0.8%
122,521
-1.4%
0.02%
-16.7%
Q3 2023$2,476,415
+22.3%
124,318
+22.7%
0.02%
+20.0%
Q2 2023$2,024,354
+26.7%
101,319
+26.6%
0.02%
+17.6%
Q1 2023$1,597,497
+47.4%
80,015
+47.3%
0.02%
+70.0%
Q4 2022$1,083,524
-99.9%
54,312
-65.6%
0.01%
-41.2%
Q3 2022$1,566,565,000
+95074.1%
157,942
+91.6%
0.02%0.0%
Q2 2022$1,646,000
+10.8%
82,450
+10.8%
0.02%
+13.3%
Q1 2022$1,485,000
-11.4%
74,384
-10.5%
0.02%
-11.8%
Q4 2021$1,676,000
+0.6%
83,136
+0.6%
0.02%0.0%
Q3 2021$1,666,000
-1.5%
82,607
-1.5%
0.02%
-10.5%
Q2 2021$1,692,000
+6.9%
83,854
+7.0%
0.02%
-5.0%
Q1 2021$1,583,000
+16.9%
78,402
+16.8%
0.02%
+25.0%
Q4 2020$1,354,000
-99.9%
67,107
+23.1%
0.02%
-20.0%
Q3 2020$1,098,000,000–54,495–0.02%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2021
NameSharesValueWeighting ↓
Atlas Private Wealth Management, LLC 120,927$2,436,0001.91%
Avestar Capital, LLC 125,000$2,518,0000.83%
Walkner Condon Financial Advisors LLC 17,678$356,0000.19%
Kovack Advisors, Inc. 45,000$907,0000.16%
Barber Financial Group, Inc. 22,617$456,0000.10%
McNamara Financial Services, Inc. 13,822$278,0000.09%
NEXT Financial Group, Inc 33,619$677,0000.07%
Snowden Capital Advisors LLC 38,300$771,5580.06%
1834 INVESTMENT ADVISORS CO 19,800$399,0000.06%
Jacobi Capital Management LLC 13,675$275,0000.05%
View complete list of FIRST TR EXCH TRADED FD III shareholders