FIRST TR EXCH TRADED FD III's ticker is FUMB and the CUSIP is 33740J104. A total of 82 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $199,200 | -0.3% | 10,000 | 0.0% | 0.26% | -6.8% |
| Q2 2023 | $199,800 | -4.7% | 10,000 | -4.8% | 0.28% | -2.5% |
| Q1 2023 | $209,633 | -19.0% | 10,500 | -19.1% | 0.28% | -23.0% |
| Q4 2022 | $258,951 | -37.8% | 12,980 | -38.2% | 0.37% | -41.4% |
| Q3 2022 | $416,000 | +95.3% | 21,000 | +96.8% | 0.63% | +147.5% |
| Q1 2022 | $213,000 | -57.6% | 10,673 | -57.2% | 0.26% | -55.8% |
| Q4 2021 | $502,000 | – | 24,910 | – | 0.58% | – |
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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% |