FIRST TR EXCH TRADED FD III's ticker is FUMB and the CUSIP is 33740J104. A total of 78 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,995,585 | +15.7% | 249,032 | +15.6% | 2.94% | -1.1% |
| Q1 2024 | $4,317,725 | +2.3% | 215,509 | +2.2% | 2.98% | -9.0% |
| Q4 2023 | $4,220,715 | -0.2% | 210,811 | -0.8% | 3.27% | -14.8% |
| Q3 2023 | $4,230,488 | +2.0% | 212,477 | +2.4% | 3.84% | -1.3% |
| Q2 2023 | $4,146,680 | -9.3% | 207,541 | -9.3% | 3.89% | -12.4% |
| Q1 2023 | $4,570,044 | +26.7% | 228,942 | +26.7% | 4.44% | +20.6% |
| Q4 2022 | $3,607,362 | – | 180,754 | – | 3.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlas Private Wealth Management, LLC | 336,995 | $6,794,000 | 3.79% |
| Insight Inv LLC | 45,370 | $915,000 | 0.84% |
| Thomas J. Herzfeld Advisors, Inc. | 80,047 | $1,614,000 | 0.59% |
| SUTTON PLACE INVESTORS LLC | 24,910 | $502,000 | 0.58% |
| Wagner Wealth Management, LLC | 18,439 | $372,000 | 0.28% |
| Hedeker Wealth, LLC | 41,685 | $840,000 | 0.24% |
| Kovack Advisors, Inc. | 108,700 | $2,191,000 | 0.21% |
| Spectrum Management Group, LLC | 50,072 | $1,009,000 | 0.14% |
| Main Street Financial Solutions, LLC | 44,974 | $907,000 | 0.13% |
| Snowden Capital Advisors LLC | 92,841 | $1,871,000 | 0.10% |