FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 348 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $183,353 | -50.9% | 11,481 | -51.0% | 0.02% | -53.8% |
| Q1 2023 | $373,682 | -45.0% | 23,413 | -42.1% | 0.04% | -48.7% |
| Q4 2022 | $679,072 | +41.2% | 40,420 | +40.2% | 0.08% | +8.6% |
| Q3 2022 | $481,000 | +2.1% | 28,825 | +5.5% | 0.07% | +11.1% |
| Q2 2022 | $471,000 | +45.4% | 27,329 | +60.6% | 0.06% | +61.5% |
| Q1 2022 | $324,000 | -5.3% | 17,022 | +1.2% | 0.04% | -13.3% |
| Q4 2021 | $342,000 | +12.5% | 16,822 | +13.5% | 0.04% | -2.2% |
| Q3 2021 | $304,000 | +13.9% | 14,822 | +14.4% | 0.05% | +2.2% |
| Q2 2021 | $267,000 | – | 12,959 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HCR Wealth Advisors | 1,278,381 | $25,580,000 | 8.94% |
| IFG Advisory, LLC | 622,126 | $25,485,000 | 5.74% |
| Flaharty Asset Management, LLC | 938,579 | $18,900,000 | 4.15% |
| Wills Financial Group, Inc. | 292,785 | $5,858,000 | 4.08% |
| LVZ, Inc. | 538,287 | $10,771,000 | 3.19% |
| BEACON FINANCIAL GROUP | 896,070 | $17,930,000 | 3.12% |
| Kabarec Financial Advisors, Ltd. | 252,439 | $5,051,000 | 3.10% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 362,021 | $7,244,000 | 2.83% |
| Karp Capital Management Corp | 326,863 | $6,541,000 | 2.77% |
| Hochman Cole Investment Advisors, Inc. | 194,502 | $3,892,000 | 2.45% |