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 | $256,530 | -16.3% | 12,878 | -16.0% | 0.07% | -17.2% |
| Q2 2023 | $306,333 | -19.5% | 15,332 | -19.6% | 0.09% | -25.0% |
| Q1 2023 | $380,493 | +0.1% | 19,058 | +0.0% | 0.12% | -1.7% |
| Q4 2022 | $380,167 | +77.6% | 19,056 | +77.7% | 0.12% | +73.5% |
| Q2 2022 | $214,000 | – | 10,722 | – | 0.07% | – |
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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% |