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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $402,203 | +0.1% | 20,050 | 0.0% | 0.35% | -0.6% |
| Q1 2024 | $401,702 | -15.8% | 20,050 | -15.6% | 0.35% | -25.3% |
| Q4 2023 | $476,826 | +0.5% | 23,770 | 0.0% | 0.47% | -11.0% |
| Q3 2023 | $474,449 | -9.3% | 23,770 | -9.2% | 0.52% | -2.4% |
| Q2 2023 | $522,877 | +0.1% | 26,170 | 0.0% | 0.54% | -4.4% |
| Q1 2023 | $522,484 | -42.3% | 26,170 | -42.3% | 0.56% | -38.3% |
| Q4 2022 | $905,132 | +0.7% | 45,370 | 0.0% | 0.91% | -8.4% |
| Q3 2022 | $899,000 | +11.5% | 45,370 | +12.4% | 1.00% | +22.5% |
| Q2 2022 | $806,000 | 0.0% | 40,370 | 0.0% | 0.81% | +11.2% |
| Q1 2022 | $806,000 | -11.9% | 40,370 | -11.0% | 0.73% | -13.0% |
| Q4 2021 | $915,000 | – | 45,370 | – | 0.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Management, LLC | 120,927 | $2,436,000 | 1.91% |
| Avestar Capital, LLC | 125,000 | $2,518,000 | 0.83% |
| Walkner Condon Financial Advisors LLC | 17,678 | $356,000 | 0.19% |
| Kovack Advisors, Inc. | 45,000 | $907,000 | 0.16% |
| Barber Financial Group, Inc. | 22,617 | $456,000 | 0.10% |
| McNamara Financial Services, Inc. | 13,822 | $278,000 | 0.09% |
| NEXT Financial Group, Inc | 33,619 | $677,000 | 0.07% |
| Snowden Capital Advisors LLC | 38,300 | $771,558 | 0.06% |
| 1834 INVESTMENT ADVISORS CO | 19,800 | $399,000 | 0.06% |
| Jacobi Capital Management LLC | 13,675 | $275,000 | 0.05% |