FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 379 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $899,000 | +3.5% | 47,279 | +10.5% | 0.44% | +4.2% |
| Q4 2021 | $869,000 | -20.7% | 42,772 | -19.9% | 0.43% | -31.9% |
| Q3 2021 | $1,096,000 | -12.3% | 53,380 | -12.1% | 0.63% | -6.8% |
| Q2 2021 | $1,250,000 | +18.1% | 60,694 | +15.5% | 0.67% | -38.2% |
| Q1 2021 | $1,058,000 | -1.2% | 52,527 | -1.0% | 1.09% | +46.1% |
| Q4 2020 | $1,071,000 | +13.8% | 53,065 | +8.1% | 0.74% | -3.1% |
| Q3 2020 | $941,000 | +260.5% | 49,075 | +246.1% | 0.77% | +217.4% |
| Q2 2020 | $261,000 | -17.7% | 14,178 | -12.8% | 0.24% | -42.8% |
| Q1 2019 | $317,000 | +4.6% | 16,264 | +2.2% | 0.42% | -0.2% |
| Q2 2018 | $303,000 | -4.4% | 15,917 | -2.1% | 0.42% | -1.4% |
| Q1 2018 | $317,000 | +16.5% | 16,264 | +19.6% | 0.43% | +10.0% |
| Q4 2017 | $272,000 | – | 13,599 | – | 0.39% | – |
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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% |