FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 424 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 2024 | $268,090 | +0.2% | 15,443 | 0.0% | 0.05% | -2.0% |
| Q1 2024 | $267,473 | +2.7% | 15,443 | 0.0% | 0.05% | +10.9% |
| Q4 2023 | $260,369 | -40.9% | 15,443 | -44.0% | 0.05% | -41.0% |
| 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 | 1,170,510 | $20,882,000 | 18.07% |
| HCR Wealth Advisors | 1,245,281 | $22,353,000 | 7.22% |
| Flaharty Asset Management, LLC | 922,785 | $16,564,000 | 7.06% |
| SRS Capital Advisors, Inc. | 685,692 | $12,308,000 | 4.89% |
| Summit Financial Wealth Advisors, LLC | 798,644 | $14,336,000 | 4.65% |
| WESPAC Advisors, LLC | 254,374 | $4,566,000 | 4.43% |
| Wills Financial Group, Inc. | 310,559 | $5,574,000 | 4.28% |
| Quad-Cities Investment Group, LLC | 224,026 | $4,030,000 | 4.14% |
| 1 NORTH WEALTH SERVICES LLC | 255,631 | $4,589,000 | 3.83% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1,633,528 | $29,322,000 | 3.33% |