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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,474 | -3.5% | 13,829 | -3.2% | 0.01% | +20.0% |
| Q2 2023 | $285,474 | -1.5% | 14,288 | -1.6% | 0.01% | -9.1% |
| Q1 2023 | $289,812 | -38.0% | 14,516 | -38.1% | 0.01% | -45.0% |
| Q4 2022 | $467,788 | -49.9% | 23,448 | -50.2% | 0.02% | -52.4% |
| Q3 2022 | $933,000 | -48.8% | 47,110 | -48.4% | 0.04% | -48.8% |
| Q2 2022 | $1,821,000 | -2.3% | 91,236 | -2.3% | 0.08% | +9.3% |
| Q1 2022 | $1,864,000 | -0.4% | 93,392 | +0.6% | 0.08% | -21.9% |
| Q4 2021 | $1,871,000 | +10.3% | 92,841 | +10.4% | 0.10% | +12.9% |
| Q2 2021 | $1,696,449 | +14.5% | 84,066 | +14.6% | 0.08% | 0.0% |
| Q1 2021 | $1,481,011 | +61.9% | 73,354 | +61.8% | 0.08% | +41.7% |
| Q4 2020 | $914,574 | +18.5% | 45,343 | +18.4% | 0.06% | -3.2% |
| Q3 2020 | $771,558 | -26.5% | 38,300 | -26.7% | 0.06% | -31.1% |
| Q2 2020 | $1,049,825 | – | 52,256 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Management, LLC | 122,802 | $2,477,000 | 1.76% |
| Kovack Advisors, Inc. | 70,000 | $1,412,000 | 0.20% |
| Walkner Condon Financial Advisors LLC | 23,220 | $468,000 | 0.20% |
| Kowal Investment Group, LLC | 18,513 | $373,000 | 0.17% |
| Avestar Capital, LLC | 25,000 | $504,000 | 0.14% |
| DHJJ Financial Advisors, Ltd. | 9,950 | $201,000 | 0.13% |
| Truadvice, LLC | 17,960 | $362,000 | 0.11% |
| McNamara Financial Services, Inc. | 13,822 | $278,000 | 0.09% |
| Perennial Investment Advisors, LLC | 10,214 | $206,000 | 0.09% |
| Barber Financial Group, Inc. | 22,617 | $456,000 | 0.08% |