FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 420 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $440,213 | -19.0% | 27,565 | -19.1% | 0.08% | -26.4% |
| Q1 2023 | $543,677 | -6.6% | 34,065 | -1.7% | 0.11% | -14.5% |
| Q4 2022 | $582,372 | +0.6% | 34,665 | 0.0% | 0.12% | -10.1% |
| Q3 2022 | $579,000 | -3.0% | 34,665 | 0.0% | 0.14% | -2.8% |
| Q2 2022 | $597,000 | -1.6% | 34,665 | +8.5% | 0.14% | +16.4% |
| Q1 2022 | $607,000 | -1.9% | 31,940 | +4.9% | 0.12% | -1.6% |
| Q4 2021 | $619,000 | +103.0% | 30,440 | +104.8% | 0.12% | +31.9% |
| Q3 2021 | $305,000 | – | 14,860 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 1,209,539 | $23,054,000 | 14.88% |
| Flaharty Asset Management, LLC | 921,522 | $17,564,000 | 7.06% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2,473,032 | $47,136,000 | 4.79% |
| Summit Financial Wealth Advisors, LLC | 845,259 | $16,161,000 | 4.27% |
| Wills Financial Group, Inc. | 316,874 | $6,039,000 | 4.10% |
| Quad-Cities Investment Group, LLC | 232,177 | $4,426,000 | 4.02% |
| WESPAC Advisors, LLC | 263,417 | $5,021,000 | 3.47% |
| HCR Wealth Advisors | 590,410 | $11,253,000 | 3.23% |
| Jaffetilchin Investment Partners, LLC | 723,999 | $13,799,000 | 3.06% |
| Aspen Investment Management Inc | 211,017 | $4,022,000 | 2.81% |