FUMB FIRST TR EXCH TRADED FD III

Ownership history in Insight Inv LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Insight Inv LLC reported a position in FIRST TR EXCH TRADED FD III (FUMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.78% (2025 Q3)
Avg. % of fund
0.84%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 130,745 -20,000 -13.3% 1.47% $2.6M $19.97
2025 Q3 ADDED 150,745 +20,750 +16.0% 1.78% $3.0M $19.87
2025 Q2 ADDED 129,995 +17,550 +15.6% 1.75% $2.6M $19.73
2025 Q1 ADDED 112,445 +84,170 +297.7% 1.55% $2.3M $19.58
2024 Q4 ADDED 28,275 +9,475 +50.4% 0.40% $568K $19.43
2024 Q3 REDUCED 18,800 -1,250 -6.2% 0.32% $378K $19.30
2024 Q2 UNCHANGED 20,050 0% 0.35% $402K $19.10
2024 Q1 REDUCED 20,050 -3,720 -15.6% 0.35% $402K $18.95
2023 Q4 UNCHANGED 23,770 0% 0.47% $477K $18.85
2023 Q3 REDUCED 23,770 -2,400 -9.2% 0.53% $474K $18.61
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FUMB price (monthly, adj. close)
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