# FIRST TR EXCH TRADED FD III (FUMB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FUMB/

- Reporting holders: 4
- Reported value: $2.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $1.2M | 59,548 | 0.8% | 3 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $1.0M | 52,432 | 0.1% | 18 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $231.7K | 11,645 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $177.6K | 8,926 | 0.0% | 6 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $47 | 2,363 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $2.6M |
| Q2 2026 | 85 | $165.3M |
| Q1 2026 | 87 | $166.2M |
| Q4 2025 | 88 | $157.2M |
| Q3 2025 | 94 | $175.3M |
| Q2 2025 | 87 | $158.5M |
| Q1 2025 | 83 | $133.2M |
| Q4 2024 | 88 | $147.1M |
| Q3 2024 | 79 | $144.1M |
| Q2 2024 | 82 | $145.0M |
| Q1 2024 | 81 | $198.4M |
| Q4 2023 | 94 | $180.2M |